Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.209 | 0 | 90 |
| 1 month | -0.158 | 0 | 89 |
| 3 months | -0.209 | 0 | 90 |
| 1 year | -0.210 | 0 | 95 |
| 3 years | 0.044 | 0 | 57 |
| 5 years | 0.037 | 0 | 36 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.049 | — |
| 2024 | 0.164 | — |
| 2023 | 0.283 | — |
| 2022 | -0.065 | — |
| 2021 | 0.223 | — |
| 2020 | 0.096 | — |
| 2019 | 0.044 | — |
| 2018 | -0.072 | — |
| 2017 | 0.412 | — |
| 2016 | 0.022 | — |
| 2015 | 0.056 | — |
| 2014 | 0.464 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.209 | — | — | — |
| 2025 | -0.047 | 0.061 | -0.071 | 0.013 |
| 2024 | 0.033 | 0.121 | 0.101 | -0.087 |
| 2023 | -0.011 | 0.114 | 0.038 | 0.122 |
| 2022 | -0.063 | -0.076 | 0.083 | -0.003 |
| 2021 | 0.071 | 0.058 | 0.098 | -0.017 |
| 2020 | -0.297 | 0.183 | 0.099 | 0.200 |
| 2019 | 0.027 | 0.003 | -0.020 | 0.035 |
| 2018 | -0.043 | 0.010 | -0.094 | 0.060 |
| 2017 | 0.166 | 0.039 | 0.053 | 0.107 |
| 2016 | -0.036 | 0.084 | 0.038 | -0.058 |
| 2015 | 0.087 | -0.023 | -0.013 | 0.007 |
| 2014 | 0.070 | 0.143 | 0.142 | 0.047 |
| 2013 | 0.118 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.249 |
| 3 years | 0.026 |
| 5 years | 0.027 |
| 10 years | 0.069 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.