Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.147 | 0 | 80 |
| 1 month | 0.049 | 0 | 81 |
| 3 months | 0.147 | 0 | 80 |
| 1 year | 0.191 | 0 | 70 |
| 3 years | 0.063 | 0 | 91 |
| 5 years | 0.095 | 0 | 51 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.114 | — |
| 2024 | 0.005 | — |
| 2023 | -0.108 | — |
| 2022 | 0.142 | — |
| 2021 | 0.281 | — |
| 2020 | 0.012 | — |
| 2019 | 0.033 | — |
| 2018 | -0.120 | — |
| 2017 | 0.012 | — |
| 2016 | 0.107 | — |
| 2015 | -0.244 | — |
| 2014 | -0.151 | — |
| 2013 | -0.107 | — |
| 2012 | -0.018 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.147 | — | — | — |
| 2025 | 0.073 | -0.033 | 0.027 | 0.045 |
| 2024 | 0.015 | 0.011 | -0.002 | -0.020 |
| 2023 | -0.048 | -0.046 | 0.026 | -0.043 |
| 2022 | 0.226 | -0.059 | -0.042 | 0.034 |
| 2021 | 0.062 | 0.133 | 0.052 | 0.012 |
| 2020 | -0.197 | 0.056 | 0.092 | 0.092 |
| 2019 | 0.052 | -0.025 | -0.031 | 0.040 |
| 2018 | -0.004 | -0.009 | -0.027 | -0.083 |
| 2017 | -0.016 | -0.030 | 0.020 | 0.038 |
| 2016 | 0.011 | 0.112 | -0.035 | 0.020 |
| 2015 | -0.060 | 0.028 | -0.141 | -0.089 |
| 2014 | 0.054 | 0.007 | -0.110 | -0.102 |
| 2013 | -0.021 | -0.092 | 0.020 | -0.015 |
| 2012 | 0.017 | -0.057 | 0.086 | -0.056 |
| 2011 | -0.107 | 0.000 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.044 |
| 5 years | 0.085 |
| 10 years | 0.050 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.