Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 78 |
| 1 month | 0.010 | 0 | 63 |
| 3 months | 0.019 | 0 | 77 |
| 1 year | 0.088 | 0 | 57 |
| 3 years | 0.073 | 0 | 60 |
| 5 years | 0.024 | 0 | 66 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.089 | — |
| 2024 | 0.047 | — |
| 2023 | 0.075 | — |
| 2022 | -0.124 | — |
| 2021 | 0.024 | — |
| 2020 | 0.063 | — |
| 2019 | 0.102 | — |
| 2018 | -0.031 | — |
| 2017 | 0.065 | — |
| 2016 | 0.040 | — |
| 2015 | -0.010 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.037 | 0.026 | 0.018 |
| 2024 | 0.013 | 0.008 | 0.043 | -0.016 |
| 2023 | 0.029 | 0.000 | -0.012 | 0.057 |
| 2022 | -0.062 | -0.060 | -0.035 | 0.029 |
| 2021 | -0.006 | 0.026 | 0.003 | 0.001 |
| 2020 | -0.079 | 0.081 | 0.024 | 0.043 |
| 2019 | 0.048 | 0.024 | 0.008 | 0.019 |
| 2018 | -0.014 | -0.002 | 0.010 | -0.024 |
| 2017 | 0.020 | 0.017 | 0.017 | 0.010 |
| 2016 | 0.018 | 0.018 | 0.015 | -0.011 |
| 2015 | 0.014 | -0.015 | -0.013 | 0.005 |
| 2014 | 0.021 | -0.002 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.058 |
| 5 years | 0.016 |
| 10 years | 0.031 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.