Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 45 |
| 1 month | 0.004 | 0 | 46 |
| 3 months | -0.026 | 0 | 27 |
| 1 year | 0.160 | 0 | 46 |
| 3 years | 0.171 | 0 | 50 |
| 5 years | 0.166 | 0 | 18 |
| 10 years | 0.176 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.086 | — |
| 2024 | 0.139 | — |
| 2023 | 0.294 | — |
| 2022 | 0.052 | — |
| 2021 | 0.505 | — |
| 2020 | 0.200 | — |
| 2019 | 0.029 | — |
| 2018 | -0.113 | — |
| 2017 | 0.551 | — |
| 2016 | 0.018 | — |
| 2015 | 0.071 | — |
| 2014 | 0.441 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | 0.092 | -0.024 | 0.065 |
| 2024 | 0.053 | 0.092 | 0.074 | -0.079 |
| 2023 | -0.025 | 0.135 | 0.070 | 0.093 |
| 2022 | 0.009 | -0.104 | 0.115 | 0.043 |
| 2021 | 0.146 | 0.152 | 0.101 | 0.035 |
| 2020 | -0.318 | 0.254 | 0.150 | 0.220 |
| 2019 | 0.054 | 0.005 | -0.064 | 0.037 |
| 2018 | -0.052 | -0.002 | -0.069 | 0.006 |
| 2017 | 0.188 | 0.083 | 0.068 | 0.128 |
| 2016 | -0.061 | 0.089 | 0.063 | -0.063 |
| 2015 | 0.103 | 0.010 | -0.062 | 0.025 |
| 2014 | 0.024 | 0.193 | 0.099 | 0.073 |
| 2013 | 0.000 | 0.030 | 0.179 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.160 |
| 3 years | 0.171 |
| 5 years | 0.166 |
| 10 years | 0.176 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.