Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 72 |
| 1 month | 0.009 | 0 | 55 |
| 3 months | 0.017 | 0 | 55 |
| 1 year | 0.024 | 0 | 53 |
| 3 years | 0.038 | 0 | 69 |
| 5 years | 0.050 | 0 | 57 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.023 | — |
| 2024 | 0.056 | — |
| 2023 | 0.046 | — |
| 2022 | 0.029 | — |
| 2021 | 0.098 | — |
| 2020 | 0.020 | — |
| 2019 | 0.156 | — |
| 2018 | -0.048 | — |
| 2017 | 0.015 | — |
| 2016 | 0.033 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.031 | -0.032 | 0.028 |
| 2024 | 0.063 | 0.016 | -0.038 | 0.016 |
| 2023 | 0.019 | 0.022 | 0.027 | -0.022 |
| 2022 | 0.018 | -0.007 | 0.026 | -0.008 |
| 2021 | 0.020 | 0.001 | 0.036 | 0.038 |
| 2020 | -0.069 | 0.062 | 0.010 | 0.022 |
| 2019 | 0.040 | 0.016 | 0.022 | 0.070 |
| 2018 | -0.011 | 0.072 | -0.021 | -0.083 |
| 2017 | -0.022 | 0.006 | 0.040 | -0.009 |
| 2016 | -0.019 | 0.001 | 0.021 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.028 |
| 5 years | 0.044 |
| 10 years | 0.042 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.