Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.175 | 0 | 11 |
| 1 month | 0.064 | 0 | 17 |
| 3 months | 0.209 | 0 | 16 |
| 1 year | 0.571 | 0 | 15 |
| 3 years | 0.195 | 0 | 62 |
| 5 years | 0.029 | 0 | 77 |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.352 | — |
| 2024 | 0.034 | — |
| 2023 | 0.055 | — |
| 2022 | -0.256 | — |
| 2021 | -0.066 | — |
| 2020 | 0.184 | — |
| 2019 | 0.229 | — |
| 2018 | -0.142 | — |
| 2017 | 0.456 | — |
| 2016 | 0.096 | — |
| 2015 | -0.181 | — |
| 2014 | -0.022 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.126 | 0.110 | 0.063 |
| 2024 | 0.025 | 0.057 | 0.031 | -0.074 |
| 2023 | 0.037 | 0.004 | -0.056 | 0.072 |
| 2022 | -0.118 | -0.136 | -0.119 | 0.107 |
| 2021 | 0.020 | 0.024 | -0.089 | -0.019 |
| 2020 | -0.242 | 0.163 | 0.099 | 0.223 |
| 2019 | 0.111 | 0.021 | -0.037 | 0.126 |
| 2018 | 0.002 | -0.069 | -0.016 | -0.066 |
| 2017 | 0.117 | 0.094 | 0.102 | 0.081 |
| 2016 | 0.019 | 0.005 | 0.111 | -0.037 |
| 2015 | -0.003 | -0.005 | -0.191 | 0.022 |
| 2014 | -0.021 | 0.053 | -0.040 | -0.011 |
| 2013 | -0.081 | 0.070 | 0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.485 |
| 3 years | 0.173 |
| 5 years | 0.017 |
| 10 years | 0.096 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.