Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | — |
| 1 month | 0.070 | 0 | — |
| 3 months | 0.017 | 0 | — |
| 1 year | 0.157 | 0 | — |
| 3 years | 0.101 | 0 | — |
| 5 years | 0.034 | 0 | — |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.081 | — |
| 2024 | 0.081 | — |
| 2023 | 0.156 | — |
| 2022 | -0.201 | — |
| 2021 | 0.115 | — |
| 2020 | 0.209 | — |
| 2019 | 0.185 | — |
| 2018 | -0.057 | — |
| 2017 | 0.119 | — |
| 2016 | 0.093 | — |
| 2015 | -0.029 | — |
| 2014 | 0.051 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.036 | — | — | — |
| 2025 | -0.035 | 0.069 | 0.035 | 0.013 |
| 2024 | 0.035 | 0.008 | 0.024 | 0.012 |
| 2023 | 0.041 | 0.052 | -0.019 | 0.076 |
| 2022 | -0.064 | -0.156 | -0.010 | 0.022 |
| 2021 | 0.014 | 0.058 | 0.002 | 0.037 |
| 2020 | -0.149 | 0.169 | 0.094 | 0.111 |
| 2019 | 0.099 | 0.023 | -0.006 | 0.062 |
| 2018 | -0.011 | 0.033 | 0.034 | -0.107 |
| 2017 | 0.036 | 0.019 | 0.022 | 0.037 |
| 2016 | -0.005 | 0.018 | 0.057 | 0.020 |
| 2015 | 0.016 | -0.001 | -0.072 | 0.031 |
| 2014 | 0.017 | 0.034 | -0.018 | 0.018 |
| 2013 | 0.053 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.082 |
| 5 years | 0.023 |
| 10 years | 0.068 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.