Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 55 |
| 1 month | 0.006 | 0 | 56 |
| 3 months | 0.007 | 0 | 24 |
| 1 year | 0.023 | 0 | 14 |
| 3 years | 0.041 | 0 | 52 |
| 5 years | 0.009 | 0 | 6 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.006 | — |
| 2024 | 0.050 | — |
| 2023 | 0.064 | — |
| 2022 | -0.084 | — |
| 2021 | -0.003 | — |
| 2020 | 0.006 | — |
| 2019 | 0.035 | — |
| 2018 | 0.000 | — |
| 2017 | 0.007 | — |
| 2016 | 0.007 | — |
| 2015 | 0.016 | — |
| 2014 | 0.051 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.009 | 0.007 | -0.003 |
| 2024 | 0.006 | 0.007 | 0.020 | 0.015 |
| 2023 | 0.008 | 0.018 | 0.006 | 0.030 |
| 2022 | -0.043 | -0.034 | -0.025 | 0.015 |
| 2021 | -0.001 | 0.003 | -0.002 | -0.002 |
| 2020 | -0.040 | 0.030 | 0.009 | 0.009 |
| 2019 | 0.020 | 0.015 | 0.008 | -0.008 |
| 2018 | -0.003 | -0.001 | -0.003 | 0.007 |
| 2017 | 0.002 | -0.001 | 0.003 | 0.004 |
| 2016 | 0.009 | 0.012 | 0.004 | -0.018 |
| 2015 | 0.015 | -0.002 | 0.001 | 0.002 |
| 2014 | 0.018 | 0.014 | 0.003 | 0.015 |
| 2013 | -0.012 | 0.012 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.022 |
| 5 years | -0.003 |
| 10 years | 0.002 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.