Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | 78 |
| 1 month | 0.037 | 0 | 82 |
| 3 months | 0.033 | 0 | 58 |
| 1 year | 0.197 | 0 | 75 |
| 3 years | 0.124 | 0 | 66 |
| 5 years | 0.079 | 0 | 40 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.112 | — |
| 2024 | 0.124 | — |
| 2023 | 0.087 | — |
| 2022 | -0.060 | — |
| 2021 | 0.153 | — |
| 2020 | -0.017 | — |
| 2019 | 0.166 | — |
| 2018 | -0.073 | — |
| 2017 | 0.104 | — |
| 2016 | 0.139 | — |
| 2015 | 0.019 | — |
| 2014 | 0.048 | — |
| 2013 | 0.160 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.033 | — | — | — |
| 2025 | -0.034 | 0.046 | 0.065 | 0.033 |
| 2024 | 0.061 | 0.018 | 0.005 | 0.036 |
| 2023 | 0.016 | 0.010 | 0.008 | 0.052 |
| 2022 | -0.013 | -0.057 | 0.002 | 0.008 |
| 2021 | 0.044 | 0.053 | 0.016 | 0.031 |
| 2020 | -0.214 | 0.131 | 0.001 | 0.104 |
| 2019 | 0.066 | 0.039 | 0.027 | 0.025 |
| 2018 | -0.060 | 0.069 | 0.014 | -0.091 |
| 2017 | 0.044 | 0.013 | 0.002 | 0.041 |
| 2016 | -0.005 | 0.005 | 0.097 | 0.039 |
| 2015 | 0.056 | -0.017 | -0.068 | 0.054 |
| 2014 | 0.002 | 0.017 | 0.003 | 0.026 |
| 2013 | 0.080 | -0.018 | 0.050 | 0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.197 |
| 3 years | 0.124 |
| 5 years | 0.079 |
| 10 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.