Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 81 |
| 1 month | 0.020 | 0 | 76 |
| 3 months | 0.029 | 0 | 84 |
| 1 year | 0.072 | 0 | 81 |
| 3 years | 0.065 | 0 | 67 |
| 5 years | 0.070 | 0 | 53 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.062 | — |
| 2024 | 0.079 | — |
| 2023 | 0.089 | — |
| 2022 | -0.086 | — |
| 2021 | 0.295 | — |
| 2020 | -0.090 | — |
| 2019 | 0.189 | — |
| 2018 | -0.146 | — |
| 2017 | 0.173 | — |
| 2016 | 0.056 | — |
| 2015 | 0.071 | — |
| 2014 | 0.034 | — |
| 2013 | 0.282 | — |
| 2012 | 0.143 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.058 | 0.017 | 0.006 |
| 2024 | 0.073 | -0.005 | 0.003 | 0.007 |
| 2023 | 0.046 | 0.005 | -0.007 | 0.044 |
| 2022 | -0.030 | -0.064 | -0.096 | 0.114 |
| 2021 | 0.147 | 0.076 | 0.024 | 0.024 |
| 2020 | -0.391 | 0.172 | -0.059 | 0.355 |
| 2019 | 0.097 | -0.024 | -0.010 | 0.122 |
| 2018 | -0.076 | 0.105 | -0.008 | -0.156 |
| 2017 | 0.044 | 0.041 | 0.023 | 0.055 |
| 2016 | -0.033 | -0.028 | 0.071 | 0.048 |
| 2015 | 0.061 | -0.006 | -0.047 | 0.065 |
| 2014 | -0.003 | -0.015 | 0.008 | 0.045 |
| 2013 | 0.112 | 0.013 | 0.050 | 0.084 |
| 2012 | 0.075 | -0.032 | 0.051 | 0.045 |
| 2011 | 0.100 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.065 |
| 5 years | 0.070 |
| 10 years | 0.061 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.