Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 7 |
| 1 month | 0.013 | 0 | 42 |
| 3 months | 0.054 | 0 | 7 |
| 1 year | 0.156 | 0 | 7 |
| 3 years | 0.092 | 0 | 20 |
| 5 years | 0.032 | 0 | 44 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.135 | — |
| 2024 | 0.039 | — |
| 2023 | 0.073 | — |
| 2022 | -0.142 | — |
| 2021 | 0.021 | — |
| 2020 | 0.076 | — |
| 2019 | 0.104 | — |
| 2018 | -0.036 | — |
| 2017 | 0.078 | — |
| 2016 | 0.023 | — |
| 2015 | -0.018 | — |
| 2014 | 0.007 | — |
| 2013 | 0.032 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.050 | 0.037 | 0.016 |
| 2024 | 0.016 | -0.002 | 0.040 | -0.015 |
| 2023 | 0.024 | 0.006 | -0.019 | 0.060 |
| 2022 | -0.055 | -0.084 | -0.037 | 0.029 |
| 2021 | -0.010 | 0.026 | -0.003 | 0.008 |
| 2020 | -0.055 | 0.068 | 0.031 | 0.035 |
| 2019 | 0.050 | 0.026 | 0.013 | 0.012 |
| 2018 | -0.002 | -0.006 | 0.007 | -0.035 |
| 2017 | 0.019 | 0.021 | 0.019 | 0.017 |
| 2016 | -0.002 | -0.002 | 0.028 | -0.001 |
| 2015 | 0.017 | -0.015 | -0.034 | 0.015 |
| 2014 | -0.011 | 0.014 | -0.003 | 0.007 |
| 2013 | 0.006 | -0.021 | 0.014 | 0.033 |
| 2012 | 0.024 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.074 |
| 5 years | 0.022 |
| 10 years | 0.037 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.