Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 40 |
| 1 month | 0.016 | 0 | 37 |
| 3 months | 0.041 | 0 | 50 |
| 1 year | 0.147 | 0 | 46 |
| 3 years | 0.089 | 0 | 79 |
| 5 years | 0.041 | 0 | 70 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.122 | — |
| 2024 | 0.047 | — |
| 2023 | 0.077 | — |
| 2022 | -0.133 | — |
| 2021 | 0.088 | — |
| 2020 | 0.028 | — |
| 2019 | 0.141 | — |
| 2018 | -0.042 | — |
| 2017 | 0.098 | — |
| 2016 | 0.032 | — |
| 2015 | -0.021 | — |
| 2014 | 0.040 | — |
| 2013 | 0.075 | — |
| 2012 | 0.071 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.057 | 0.022 | 0.027 |
| 2024 | 0.009 | 0.014 | 0.062 | -0.035 |
| 2023 | 0.026 | 0.008 | -0.028 | 0.071 |
| 2022 | -0.028 | -0.082 | -0.071 | 0.046 |
| 2021 | 0.016 | 0.043 | -0.003 | 0.030 |
| 2020 | -0.123 | 0.073 | 0.026 | 0.065 |
| 2019 | 0.069 | 0.023 | 0.003 | 0.040 |
| 2018 | -0.012 | 0.007 | 0.017 | -0.053 |
| 2017 | 0.032 | 0.025 | 0.020 | 0.018 |
| 2016 | 0.003 | 0.004 | 0.025 | 0.000 |
| 2015 | 0.016 | -0.002 | -0.059 | 0.026 |
| 2014 | 0.010 | 0.032 | -0.013 | 0.011 |
| 2013 | 0.031 | -0.015 | 0.034 | 0.023 |
| 2012 | 0.061 | -0.033 | 0.035 | 0.009 |
| 2011 | 0.015 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.147 |
| 3 years | 0.089 |
| 5 years | 0.041 |
| 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.