Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 79 |
| 1 month | 0.011 | 0 | 90 |
| 3 months | 0.044 | 0 | 73 |
| 1 year | 0.172 | 0 | 55 |
| 3 years | 0.123 | 0 | 70 |
| 5 years | 0.048 | 0 | 95 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.164 | — |
| 2024 | 0.063 | — |
| 2023 | 0.131 | — |
| 2022 | -0.176 | — |
| 2021 | 0.075 | — |
| 2020 | 0.103 | — |
| 2019 | 0.167 | — |
| 2018 | -0.072 | — |
| 2017 | 0.153 | — |
| 2016 | 0.044 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.080 | 0.043 | 0.019 |
| 2024 | 0.027 | 0.010 | 0.063 | -0.036 |
| 2023 | 0.047 | 0.021 | -0.036 | 0.097 |
| 2022 | -0.050 | -0.132 | -0.085 | 0.091 |
| 2021 | 0.027 | 0.037 | -0.016 | 0.025 |
| 2020 | -0.177 | 0.135 | 0.060 | 0.114 |
| 2019 | 0.078 | 0.032 | -0.009 | 0.059 |
| 2018 | 0.002 | -0.019 | 0.014 | -0.069 |
| 2017 | 0.042 | 0.040 | 0.032 | 0.031 |
| 2016 | 0.020 | 0 | 0.034 | -0.009 |
| 2015 | -0.066 | 0.016 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.162 |
| 3 years | 0.123 |
| 5 years | 0.048 |
| 10 years | 0.067 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.