Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.089 | 0 | 52 |
| 1 month | 0.049 | 0 | 18 |
| 3 months | 0.042 | 0 | 24 |
| 1 year | 0.246 | 0 | 35 |
| 3 years | 0.155 | 0 | 59 |
| 5 years | 0.079 | 0 | 58 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.176 | — |
| 2024 | 0.090 | — |
| 2023 | 0.165 | — |
| 2022 | -0.140 | — |
| 2021 | 0.179 | — |
| 2020 | 0.065 | — |
| 2019 | 0.223 | — |
| 2018 | -0.113 | — |
| 2017 | 0.197 | — |
| 2016 | 0.052 | — |
| 2015 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.041 | — | — | — |
| 2025 | -0.019 | 0.088 | 0.067 | 0.031 |
| 2024 | 0.048 | 0.017 | 0.062 | -0.038 |
| 2023 | 0.067 | 0.031 | -0.036 | 0.099 |
| 2022 | -0.033 | -0.130 | -0.088 | 0.121 |
| 2021 | 0.050 | 0.074 | -0.012 | 0.060 |
| 2020 | -0.204 | 0.121 | 0.077 | 0.109 |
| 2019 | 0.118 | 0.014 | 0.002 | 0.077 |
| 2018 | -0.049 | -0.021 | 0.045 | -0.088 |
| 2017 | 0.066 | 0.064 | 0.012 | 0.043 |
| 2016 | 0.022 | 0.010 | 0.033 | -0.013 |
| 2015 | -0.005 | 0.012 | -0.052 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.246 |
| 3 years | 0.155 |
| 5 years | 0.079 |
| 10 years | 0.088 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.