Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.139 | 0 | 43 |
| 1 month | -0.114 | 0 | 41 |
| 3 months | -0.139 | 0 | 43 |
| 1 year | -0.046 | 0 | 67 |
| 3 years | 0.124 | 0 | 29 |
| 5 years | 0.110 | 0 | 25 |
| 10 years | 0.143 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.086 | — |
| 2024 | 0.192 | — |
| 2023 | 0.237 | — |
| 2022 | 0.023 | — |
| 2021 | 0.265 | — |
| 2020 | 0.249 | — |
| 2019 | 0.172 | — |
| 2018 | 0.045 | — |
| 2017 | 0.328 | — |
| 2016 | 0.030 | — |
| 2015 | 0.006 | — |
| 2014 | 0.368 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.139 | — | — | — |
| 2025 | -0.021 | 0.092 | -0.029 | 0.046 |
| 2024 | 0.058 | 0.099 | 0.086 | -0.056 |
| 2023 | -0.029 | 0.119 | 0.029 | 0.106 |
| 2022 | -0.019 | -0.088 | 0.095 | 0.044 |
| 2021 | 0.057 | 0.084 | 0.108 | -0.003 |
| 2020 | -0.206 | 0.176 | 0.088 | 0.230 |
| 2019 | 0.058 | 0.034 | 0.006 | 0.066 |
| 2018 | -0.028 | 0.054 | 0.012 | 0.009 |
| 2017 | 0.149 | 0.044 | 0.042 | 0.062 |
| 2016 | -0.022 | 0.059 | 0.084 | -0.082 |
| 2015 | 0.052 | -0.020 | -0.020 | -0.003 |
| 2014 | 0.056 | 0.161 | 0.053 | 0.059 |
| 2013 | 0.023 | 0.005 | 0.079 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | 0.124 |
| 5 years | 0.110 |
| 10 years | 0.143 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.