Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 52 |
| 1 month | 0.009 | 0 | 49 |
| 3 months | -0.023 | 0 | 57 |
| 1 year | 0.157 | 0 | 28 |
| 3 years | 0.163 | 0 | 36 |
| 5 years | 0.129 | 0 | 47 |
| 10 years | 0.140 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.131 | — |
| 2024 | 0.150 | — |
| 2023 | 0.172 | — |
| 2022 | 0.030 | — |
| 2021 | 0.245 | — |
| 2020 | 0.133 | — |
| 2019 | 0.142 | — |
| 2018 | 0.006 | — |
| 2017 | 0.290 | — |
| 2016 | 0.050 | — |
| 2015 | 0.086 | — |
| 2014 | 0.441 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.095 | -0.024 | 0.039 |
| 2024 | 0.045 | 0.083 | 0.059 | -0.040 |
| 2023 | -0.045 | 0.095 | 0.041 | 0.076 |
| 2022 | 0.003 | -0.076 | 0.088 | 0.021 |
| 2021 | 0.052 | 0.074 | 0.102 | 0.000 |
| 2020 | -0.186 | 0.119 | 0.047 | 0.188 |
| 2019 | 0.048 | 0.028 | 0.015 | 0.043 |
| 2018 | -0.041 | 0.020 | -0.005 | 0.034 |
| 2017 | 0.088 | 0.045 | 0.038 | 0.093 |
| 2016 | -0.020 | 0.060 | 0.054 | -0.040 |
| 2015 | 0.053 | 0.001 | 0.001 | 0.029 |
| 2014 | 0.050 | 0.161 | 0.092 | 0.083 |
| 2013 | 0.025 | -0.008 | 0.143 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.147 |
| 3 years | 0.163 |
| 5 years | 0.129 |
| 10 years | 0.140 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.