Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | 25 |
| 1 month | 0.061 | 0 | 18 |
| 3 months | 0.097 | 0 | 26 |
| 1 year | 0.170 | 0 | 14 |
| 3 years | 0.154 | 0 | 13 |
| 5 years | 0.131 | 0 | 19 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.118 | — |
| 2024 | 0.199 | — |
| 2023 | 0.073 | — |
| 2022 | -0.046 | — |
| 2021 | 0.304 | — |
| 2020 | 0.006 | — |
| 2019 | 0.256 | — |
| 2018 | -0.065 | — |
| 2017 | 0.042 | — |
| 2016 | 0.073 | — |
| 2015 | 0.075 | — |
| 2014 | 0.232 | — |
| 2013 | 0.149 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.005 | 0.055 | 0.056 |
| 2024 | 0.106 | 0.023 | 0.025 | 0.034 |
| 2023 | 0.010 | 0.026 | 0.000 | 0.035 |
| 2022 | -0.003 | -0.066 | -0.008 | 0.032 |
| 2021 | 0.156 | 0.040 | 0.010 | 0.073 |
| 2020 | -0.188 | 0.122 | 0.025 | 0.077 |
| 2019 | 0.118 | 0.009 | 0.058 | 0.052 |
| 2018 | -0.052 | 0.056 | 0.036 | -0.098 |
| 2017 | 0.032 | -0.045 | 0.011 | 0.045 |
| 2016 | -0.044 | 0.007 | 0.033 | 0.079 |
| 2015 | 0.134 | -0.038 | -0.089 | 0.082 |
| 2014 | 0.026 | 0.067 | 0.070 | 0.051 |
| 2013 | 0.106 | -0.017 | 0.018 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.170 |
| 3 years | 0.154 |
| 5 years | 0.131 |
| 10 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.