Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.004 | 0 | — |
| 3 years | 0.050 | 0 | — |
| 5 years | 0.015 | 0 | — |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.029 | — |
| 2024 | 0.119 | — |
| 2023 | 0.030 | — |
| 2022 | -0.021 | — |
| 2021 | -0.029 | — |
| 2020 | 0.127 | — |
| 2019 | 0.080 | — |
| 2018 | -0.022 | — |
| 2017 | 0.035 | — |
| 2016 | -0.064 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | -0.016 | 0.020 | 0.023 |
| 2024 | 0.069 | -0.019 | 0.034 | 0.032 |
| 2023 | -0.001 | 0.000 | 0.012 | 0.019 |
| 2022 | -0.013 | 0.000 | -0.020 | 0.010 |
| 2021 | 0.003 | -0.027 | 0.006 | -0.010 |
| 2020 | -0.025 | 0.025 | 0.070 | 0.054 |
| 2019 | 0.044 | 0.012 | 0.018 | 0.005 |
| 2018 | 0.037 | -0.011 | 0.002 | -0.048 |
| 2017 | 0.010 | 0.002 | 0.004 | 0.018 |
| 2016 | -0.054 | -0.002 | 0.043 | -0.049 |
| 2015 | -0.002 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.050 |
| 5 years | 0.015 |
| 10 years | 0.033 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.