Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 63 |
| 1 month | 0.023 | 0 | 16 |
| 3 months | 0.031 | 0 | 73 |
| 1 year | 0.042 | 0 | 97 |
| 3 years | 0.117 | 0 | 90 |
| 5 years | 0.033 | 0 | 97 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.065 | — |
| 2024 | 0.100 | — |
| 2023 | 0.216 | — |
| 2022 | -0.262 | — |
| 2021 | 0.112 | — |
| 2020 | 0.314 | — |
| 2019 | 0.255 | — |
| 2018 | -0.138 | — |
| 2017 | 0.226 | — |
| 2016 | 0.032 | — |
| 2015 | -0.061 | — |
| 2014 | 0.066 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | 0.079 | 0.008 | -0.012 |
| 2024 | 0.136 | -0.033 | 0.036 | -0.033 |
| 2023 | 0.099 | 0.046 | -0.048 | 0.111 |
| 2022 | -0.120 | -0.164 | -0.080 | 0.090 |
| 2021 | 0.036 | 0.084 | -0.012 | 0.002 |
| 2020 | -0.153 | 0.278 | 0.098 | 0.106 |
| 2019 | 0.110 | 0.043 | -0.010 | 0.095 |
| 2018 | -0.008 | 0.037 | -0.018 | -0.147 |
| 2017 | 0.071 | 0.038 | 0.062 | 0.039 |
| 2016 | -0.057 | 0.005 | 0.061 | 0.026 |
| 2015 | 0.047 | 0.011 | -0.124 | 0.014 |
| 2014 | -0.006 | 0.054 | -0.003 | 0.021 |
| 2013 | 0.087 | 0.115 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.117 |
| 5 years | 0.033 |
| 10 years | 0.091 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.