Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.097 | 0 | — |
| 1 year | 0.193 | 0 | — |
| 3 years | 0.160 | 0 | — |
| 5 years | 0.145 | 0 | — |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.217 | — |
| 2024 | 0.132 | — |
| 2023 | 0.190 | — |
| 2022 | -0.089 | — |
| 2021 | 0.283 | — |
| 2020 | 0.039 | — |
| 2019 | 0.291 | — |
| 2018 | -0.103 | — |
| 2017 | 0.176 | — |
| 2016 | -0.004 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.065 | 0.063 | 0.063 |
| 2024 | 0.095 | 0.014 | 0.027 | -0.007 |
| 2023 | 0.104 | 0.032 | -0.034 | 0.082 |
| 2022 | -0.065 | -0.093 | -0.039 | 0.117 |
| 2021 | 0.072 | 0.067 | 0.029 | 0.089 |
| 2020 | -0.239 | 0.194 | 0.036 | 0.103 |
| 2019 | 0.145 | 0.015 | 0.031 | 0.076 |
| 2018 | -0.028 | 0.045 | 0.025 | -0.139 |
| 2017 | 0.073 | 0.015 | 0.054 | 0.025 |
| 2016 | -0.099 | -0.034 | 0.061 | 0.079 |
| 2015 | 0.019 | -0.093 | 0.065 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.157 |
| 3 years | 0.148 |
| 5 years | 0.138 |
| 10 years | 0.122 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.