Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | — |
| 1 month | 0.019 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.240 | 0 | — |
| 3 years | 0.207 | 0 | — |
| 5 years | 0.123 | 0 | — |
| 10 years | 0.141 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.316 | — |
| 2024 | 0.144 | — |
| 2023 | 0.199 | — |
| 2022 | -0.141 | — |
| 2021 | 0.145 | — |
| 2020 | 0.217 | — |
| 2019 | 0.227 | — |
| 2018 | -0.029 | — |
| 2017 | 0.210 | — |
| 2016 | 0.045 | — |
| 2015 | 0.256 | — |
| 2014 | 0.132 | — |
| 2013 | 0.325 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.078 | 0.071 | 0.117 | 0.020 |
| 2024 | 0.100 | -0.020 | 0.082 | -0.020 |
| 2023 | 0.070 | 0.055 | -0.031 | 0.095 |
| 2022 | -0.076 | -0.131 | -0.020 | 0.092 |
| 2021 | 0.046 | 0.023 | 0.007 | 0.062 |
| 2020 | -0.139 | 0.183 | 0.052 | 0.136 |
| 2019 | 0.100 | 0.019 | 0.013 | 0.080 |
| 2018 | 0.033 | 0.001 | 0.037 | -0.095 |
| 2017 | 0.076 | 0.022 | 0.026 | 0.072 |
| 2016 | -0.081 | -0.014 | 0.099 | 0.049 |
| 2015 | 0.146 | 0.020 | -0.038 | 0.117 |
| 2014 | 0.041 | 0.006 | 0.031 | 0.049 |
| 2013 | 0.072 | 0.044 | 0.057 | 0.119 |
| 2012 | 0.038 | 0.043 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.240 |
| 3 years | 0.207 |
| 5 years | 0.123 |
| 10 years | 0.141 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.