Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 1 |
| 1 month | 0.001 | 0 | 2 |
| 3 months | -0.054 | 0 | 4 |
| 1 year | -0.121 | 0 | 2 |
| 3 years | 0.022 | 0 | 4 |
| 5 years | -0.008 | 0 | 5 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.090 | — |
| 2024 | 0.272 | — |
| 2023 | -0.083 | — |
| 2022 | -0.049 | — |
| 2021 | 0.031 | — |
| 2020 | 0.053 | — |
| 2019 | -0.034 | — |
| 2018 | 0.002 | — |
| 2017 | -0.048 | — |
| 2016 | 0.184 | — |
| 2015 | 0.181 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | -0.065 | -0.012 | -0.012 |
| 2024 | -0.005 | 0.121 | 0.078 | 0.058 |
| 2023 | -0.059 | -0.044 | 0.039 | -0.018 |
| 2022 | -0.025 | 0.008 | 0.005 | -0.037 |
| 2021 | 0.037 | -0.034 | 0.038 | -0.008 |
| 2020 | 0.260 | -0.031 | -0.030 | -0.112 |
| 2019 | -0.012 | -0.013 | 0.029 | -0.038 |
| 2018 | -0.067 | 0.073 | -0.045 | 0.049 |
| 2017 | -0.099 | -0.032 | 0.005 | 0.086 |
| 2016 | -0.009 | 0.073 | 0.046 | 0.066 |
| 2015 | 0.031 | 0.029 | 0.085 | 0.026 |
| 2014 | 0.038 | 0.091 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.121 |
| 3 years | 0.022 |
| 5 years | -0.008 |
| 10 years | 0.009 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.