Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 14 |
| 1 month | 0.006 | 0 | 13 |
| 3 months | 0.018 | 0 | 28 |
| 1 year | 0.080 | 0 | 29 |
| 3 years | 0.098 | 0 | 56 |
| 5 years | 0.078 | 0 | 66 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.082 | — |
| 2024 | 0.108 | — |
| 2023 | 0.106 | — |
| 2022 | 0.059 | — |
| 2021 | 0.028 | — |
| 2020 | 0.057 | — |
| 2019 | 0.082 | — |
| 2018 | 0.077 | — |
| 2017 | 0.063 | — |
| 2016 | 0.036 | — |
| 2015 | 0.028 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | 0.021 | 0.019 | 0.017 |
| 2024 | 0.026 | 0.025 | 0.028 | 0.024 |
| 2023 | 0.025 | 0.025 | 0.026 | 0.026 |
| 2022 | 0.007 | 0.012 | 0.017 | 0.022 |
| 2021 | 0.006 | 0.005 | 0.008 | 0.009 |
| 2020 | 0.017 | 0.015 | 0.013 | 0.011 |
| 2019 | 0.020 | 0.020 | 0.021 | 0.019 |
| 2018 | 0.017 | 0.019 | 0.019 | 0.019 |
| 2017 | 0.013 | 0.014 | 0.017 | 0.017 |
| 2016 | 0.010 | 0.007 | 0.008 | 0.011 |
| 2015 | 0.007 | 0.007 | 0.006 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.098 |
| 5 years | 0.078 |
| 10 years | 0.070 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.