Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 13 |
| 1 month | 0.024 | 0 | 11 |
| 3 months | 0.047 | 0 | 18 |
| 1 year | 0.076 | 0 | 37 |
| 3 years | 0.063 | 0 | 79 |
| 5 years | 0.034 | 0 | 61 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.063 | — |
| 2024 | 0.032 | — |
| 2023 | 0.070 | — |
| 2022 | -0.128 | — |
| 2021 | 0.109 | — |
| 2020 | -0.029 | — |
| 2019 | 0.163 | — |
| 2018 | -0.087 | — |
| 2017 | 0.079 | — |
| 2016 | 0.096 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | -0.003 | 0.037 | 0.029 |
| 2024 | 0.016 | 0.010 | 0.025 | -0.019 |
| 2023 | 0.026 | 0.018 | -0.022 | 0.048 |
| 2022 | -0.027 | -0.091 | -0.037 | 0.022 |
| 2021 | 0.024 | 0.036 | 0.013 | 0.031 |
| 2020 | -0.162 | 0.071 | -0.002 | 0.084 |
| 2019 | 0.058 | 0.026 | 0.041 | 0.030 |
| 2018 | -0.014 | -0.011 | 0.000 | -0.064 |
| 2017 | 0.027 | 0.016 | 0.002 | 0.032 |
| 2016 | -0.001 | -0.008 | 0.045 | 0.058 |
| 2015 | -0.069 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.048 |
| 5 years | 0.026 |
| 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.