Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 1 |
| 1 month | -0.052 | 0 | 5 |
| 3 months | -0.001 | 0 | 1 |
| 1 year | 0.110 | 0 | 83 |
| 3 years | 0.071 | 0 | 79 |
| 5 years | 0.010 | 0 | 67 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.140 | — |
| 2024 | 0.072 | — |
| 2023 | 0.057 | — |
| 2022 | -0.192 | — |
| 2021 | 0.018 | — |
| 2020 | 0.137 | — |
| 2019 | 0.150 | — |
| 2018 | -0.114 | — |
| 2017 | 0.236 | — |
| 2016 | -0.005 | — |
| 2015 | -0.012 | — |
| 2014 | 0.003 | — |
| 2013 | 0.132 | — |
| 2012 | 0.151 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.001 | — | — | — |
| 2025 | 0.025 | 0.059 | 0.033 | 0.017 |
| 2024 | 0.020 | 0.024 | 0.069 | -0.040 |
| 2023 | 0.051 | -0.006 | -0.038 | 0.052 |
| 2022 | -0.078 | -0.092 | -0.088 | 0.058 |
| 2021 | 0.010 | 0.041 | -0.035 | 0.003 |
| 2020 | -0.133 | 0.129 | 0.057 | 0.099 |
| 2019 | 0.081 | 0.014 | -0.014 | 0.064 |
| 2018 | 0.002 | -0.021 | -0.003 | -0.094 |
| 2017 | 0.068 | 0.049 | 0.050 | 0.051 |
| 2016 | -0.034 | -0.001 | 0.060 | -0.027 |
| 2015 | 0.030 | 0.022 | -0.097 | 0.040 |
| 2014 | -0.012 | 0.033 | -0.020 | 0.003 |
| 2013 | 0.028 | -0.023 | 0.069 | 0.055 |
| 2012 | 0.096 | -0.054 | 0.057 | 0.051 |
| 2011 | -0.005 | -0.173 | 0.033 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.071 |
| 5 years | 0.010 |
| 10 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.