Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 73 |
| 1 month | 0.004 | 0 | 63 |
| 3 months | -0.025 | 0 | 69 |
| 1 year | 0.113 | 0 | 84 |
| 3 years | 0.169 | 0 | 26 |
| 5 years | 0.134 | 0 | 38 |
| 10 years | 0.145 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.079 | — |
| 2024 | 0.189 | — |
| 2023 | 0.266 | — |
| 2022 | -0.017 | — |
| 2021 | 0.255 | — |
| 2020 | 0.188 | — |
| 2019 | 0.138 | — |
| 2018 | -0.062 | — |
| 2017 | 0.277 | — |
| 2016 | 0.093 | — |
| 2015 | 0.056 | — |
| 2014 | 0.458 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.063 | -0.022 | 0.035 |
| 2024 | 0.010 | 0.122 | 0.089 | -0.036 |
| 2023 | -0.018 | 0.119 | 0.065 | 0.083 |
| 2022 | -0.038 | -0.092 | 0.103 | 0.021 |
| 2021 | 0.059 | 0.087 | 0.085 | 0.004 |
| 2020 | -0.180 | 0.149 | 0.054 | 0.196 |
| 2019 | 0.057 | 0.021 | 0.018 | 0.036 |
| 2018 | -0.060 | 0.008 | -0.030 | 0.020 |
| 2017 | 0.112 | 0.026 | 0.030 | 0.087 |
| 2016 | -0.025 | 0.078 | 0.099 | -0.054 |
| 2015 | 0.028 | 0.012 | -0.007 | 0.022 |
| 2014 | 0.039 | 0.175 | 0.084 | 0.102 |
| 2013 | 0.005 | -0.034 | 0.117 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.169 |
| 5 years | 0.134 |
| 10 years | 0.145 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.