Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 31 |
| 1 month | 0.008 | 0 | 6 |
| 3 months | -0.028 | 0 | 41 |
| 1 year | 0.177 | 0 | 9 |
| 3 years | 0.151 | 0 | 34 |
| 5 years | 0.134 | 0 | 24 |
| 10 years | 0.132 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.118 | — |
| 2024 | 0.103 | — |
| 2023 | 0.219 | — |
| 2022 | 0.085 | — |
| 2021 | 0.238 | — |
| 2020 | 0.146 | — |
| 2019 | 0.064 | — |
| 2018 | -0.038 | — |
| 2017 | 0.266 | — |
| 2016 | 0.036 | — |
| 2015 | -0.002 | — |
| 2014 | 0.346 | — |
| 2013 | 0.127 | — |
| 2012 | 0.341 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.146 | — | — | — |
| 2025 | -0.014 | 0.095 | -0.023 | 0.059 |
| 2024 | 0.025 | 0.098 | 0.071 | -0.086 |
| 2023 | -0.041 | 0.119 | 0.027 | 0.105 |
| 2022 | 0.009 | -0.088 | 0.108 | 0.064 |
| 2021 | 0.059 | 0.072 | 0.112 | -0.019 |
| 2020 | -0.301 | 0.193 | 0.097 | 0.252 |
| 2019 | 0.065 | -0.002 | -0.033 | 0.035 |
| 2018 | -0.047 | 0.029 | 0.005 | -0.024 |
| 2017 | 0.104 | 0.027 | 0.014 | 0.101 |
| 2016 | -0.025 | 0.087 | 0.017 | -0.039 |
| 2015 | 0.066 | -0.015 | -0.067 | 0.019 |
| 2014 | 0.062 | 0.135 | 0.088 | 0.027 |
| 2013 | -0.034 | 0.031 | 0.016 | 0.113 |
| 2012 | 0.199 | -0.014 | 0.071 | 0.058 |
| 2011 | -0.092 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.177 |
| 3 years | 0.151 |
| 5 years | 0.134 |
| 10 years | 0.132 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.