Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 42 |
| 1 month | 0.006 | 0 | 46 |
| 3 months | 0.004 | 0 | 57 |
| 1 year | 0.021 | 0 | 40 |
| 3 years | 0.045 | 0 | 31 |
| 5 years | 0.001 | 0 | 58 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.001 | — |
| 2024 | 0.054 | — |
| 2023 | 0.076 | — |
| 2022 | -0.122 | — |
| 2021 | -0.020 | — |
| 2020 | 0.009 | — |
| 2019 | 0.030 | — |
| 2018 | -0.001 | — |
| 2017 | 0.000 | — |
| 2016 | 0.012 | — |
| 2015 | 0.017 | — |
| 2014 | 0.066 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.008 | 0.012 | -0.006 |
| 2024 | 0.005 | 0.012 | 0.022 | 0.013 |
| 2023 | 0.014 | 0.024 | 0.001 | 0.036 |
| 2022 | -0.062 | -0.045 | -0.017 | -0.004 |
| 2021 | -0.012 | -0.001 | -0.005 | -0.002 |
| 2020 | -0.028 | 0.023 | 0.009 | 0.005 |
| 2019 | 0.018 | 0.013 | 0.016 | -0.017 |
| 2018 | -0.008 | 0.001 | -0.008 | 0.014 |
| 2017 | 0.001 | -0.005 | -0.001 | 0.005 |
| 2016 | 0.022 | 0.016 | -0.002 | -0.024 |
| 2015 | 0.020 | -0.009 | 0.008 | -0.001 |
| 2014 | 0.019 | 0.016 | 0.010 | 0.021 |
| 2013 | -0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.045 |
| 5 years | 0.001 |
| 10 years | 0.001 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.