Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 25 |
| 1 month | 0.031 | 0 | 90 |
| 3 months | -0.028 | 0 | 22 |
| 1 year | 0.220 | 0 | 47 |
| 3 years | 0.098 | 0 | 61 |
| 5 years | 0.053 | 0 | 13 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.304 | — |
| 2024 | 0.154 | — |
| 2023 | -0.113 | — |
| 2022 | -0.047 | — |
| 2021 | 0.027 | — |
| 2020 | -0.060 | — |
| 2019 | 0.079 | — |
| 2018 | -0.094 | — |
| 2017 | 0.383 | — |
| 2016 | 0.072 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.007 | — | — | — |
| 2025 | 0.110 | 0.119 | 0.049 | 0.000 |
| 2024 | -0.025 | 0.086 | 0.111 | -0.019 |
| 2023 | 0.020 | -0.040 | -0.075 | -0.020 |
| 2022 | 0.005 | -0.012 | -0.159 | 0.141 |
| 2021 | 0.054 | -0.031 | 0.003 | 0.002 |
| 2020 | -0.192 | 0.020 | 0.028 | 0.110 |
| 2019 | 0.105 | -0.047 | -0.051 | 0.080 |
| 2018 | -0.022 | 0.001 | 0.002 | -0.077 |
| 2017 | 0.116 | 0.052 | 0.061 | 0.111 |
| 2016 | -0.026 | 0.018 | 0.108 | -0.025 |
| 2015 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.080 |
| 5 years | 0.042 |
| 10 years | 0.059 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.