Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0.124 | 52 |
| 1 month | -0.032 | 0.051 | 53 |
| 3 months | -0.047 | 0.103 | 54 |
| 1 year | 0.136 | 0.417 | 44 |
| 3 years | 0.251 | 0.226 | 39 |
| 5 years | 0.105 | 0.220 | 54 |
| 10 years | 0.168 | 0.160 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.161 | — |
| 2024 | 0.297 | — |
| 2023 | 0.477 | — |
| 2022 | -0.325 | — |
| 2021 | 0.173 | — |
| 2020 | 0.447 | 0.359 |
| 2019 | 0.314 | 0.319 |
| 2018 | — | -0.021 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.112 | 0.189 | 0.079 | 0.018 |
| 2024 | 0.118 | 0.066 | 0.012 | 0.075 |
| 2023 | 0.172 | 0.129 | -0.034 | 0.155 |
| 2022 | -0.108 | -0.230 | -0.045 | 0.028 |
| 2021 | 0.028 | 0.111 | -0.018 | 0.046 |
| 2020 | -0.118 | 0.281 | 0.137 | 0.126 |
| 2019 | 0.178 | 0.031 | -0.008 | 0.090 |
| 2018 | -0.164 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.251 |
| 5 years | 0.105 |
| 10 years | 0.168 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.