Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 28 |
| 1 month | 0.010 | 0 | 26 |
| 3 months | -0.023 | 0 | 27 |
| 1 year | 0.188 | 0 | 18 |
| 3 years | 0.208 | 0 | 12 |
| 5 years | 0.185 | 0 | 1 |
| 10 years | 0.177 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.101 | — |
| 2024 | 0.193 | — |
| 2023 | 0.332 | — |
| 2022 | 0.123 | — |
| 2021 | 0.334 | — |
| 2020 | 0.059 | — |
| 2019 | 0.081 | — |
| 2018 | 0.009 | — |
| 2017 | 0.399 | — |
| 2016 | 0.034 | — |
| 2015 | 0.019 | — |
| 2014 | 0.557 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | 0.102 | -0.010 | 0.040 |
| 2024 | 0.075 | 0.101 | 0.069 | -0.057 |
| 2023 | -0.019 | 0.144 | 0.070 | 0.110 |
| 2022 | 0.025 | -0.075 | 0.128 | 0.051 |
| 2021 | 0.085 | 0.093 | 0.138 | -0.011 |
| 2020 | -0.321 | 0.155 | 0.065 | 0.267 |
| 2019 | 0.068 | 0.015 | -0.062 | 0.063 |
| 2018 | -0.067 | 0.018 | 0.035 | 0.026 |
| 2017 | 0.152 | 0.063 | 0.024 | 0.115 |
| 2016 | -0.055 | 0.066 | 0.085 | -0.054 |
| 2015 | 0.051 | -0.020 | -0.032 | 0.022 |
| 2014 | 0.084 | 0.224 | 0.064 | 0.104 |
| 2013 | -0.010 | -0.024 | 0.155 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.188 |
| 3 years | 0.208 |
| 5 years | 0.185 |
| 10 years | 0.177 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.