Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 62 |
| 1 month | 0.017 | 0 | 81 |
| 3 months | 0.038 | 0 | 46 |
| 1 year | 0.119 | 0 | 67 |
| 3 years | 0.109 | 0 | 88 |
| 5 years | 0.115 | 0 | 10 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.099 | — |
| 2024 | 0.141 | — |
| 2023 | 0.095 | — |
| 2022 | -0.002 | — |
| 2021 | 0.326 | — |
| 2020 | 0.070 | — |
| 2019 | 0.154 | — |
| 2018 | -0.118 | — |
| 2017 | 0.132 | — |
| 2016 | 0.043 | — |
| 2015 | -0.069 | — |
| 2014 | 0.160 | — |
| 2013 | 0.295 | — |
| 2012 | 0.144 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | 0.052 | 0.032 | 0.005 |
| 2024 | 0.048 | 0.016 | 0.038 | 0.032 |
| 2023 | 0.041 | 0.003 | -0.007 | 0.057 |
| 2022 | 0.002 | -0.073 | -0.016 | 0.092 |
| 2021 | 0.173 | 0.062 | 0.037 | 0.027 |
| 2020 | -0.238 | 0.142 | 0.006 | 0.222 |
| 2019 | 0.048 | 0.015 | -0.022 | 0.109 |
| 2018 | 0.018 | 0.024 | -0.010 | -0.146 |
| 2017 | 0.004 | 0.032 | 0.053 | 0.037 |
| 2016 | -0.076 | -0.031 | 0.080 | 0.079 |
| 2015 | 0.003 | 0.011 | -0.089 | 0.007 |
| 2014 | 0.065 | 0.008 | 0.025 | 0.055 |
| 2013 | 0.034 | 0.025 | 0.079 | 0.132 |
| 2012 | 0.089 | -0.047 | 0.034 | 0.065 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.109 |
| 5 years | 0.115 |
| 10 years | 0.103 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.