Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 13 |
| 1 month | 0.102 | 0 | 41 |
| 3 months | 0.003 | 0 | 20 |
| 1 year | 0.058 | 0 | 28 |
| 3 years | 0.175 | 0 | 26 |
| 5 years | 0.159 | 0 | 19 |
| 10 years | 0.120 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.062 | — |
| 2024 | 0.179 | — |
| 2023 | 0.295 | — |
| 2022 | 0.077 | — |
| 2021 | 0.386 | — |
| 2020 | 0.003 | — |
| 2019 | 0.013 | — |
| 2018 | -0.199 | — |
| 2017 | 0.475 | — |
| 2016 | 0.051 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.108 | — | — | — |
| 2025 | -0.043 | 0.102 | -0.022 | 0.029 |
| 2024 | 0.046 | 0.139 | 0.075 | -0.079 |
| 2023 | -0.050 | 0.124 | 0.076 | 0.127 |
| 2022 | 0.018 | -0.096 | 0.110 | 0.054 |
| 2021 | 0.131 | 0.089 | 0.132 | -0.006 |
| 2020 | -0.344 | 0.137 | 0.078 | 0.247 |
| 2019 | 0.023 | -0.005 | -0.098 | 0.103 |
| 2018 | -0.152 | -0.065 | -0.010 | 0.020 |
| 2017 | 0.163 | 0.056 | 0.041 | 0.153 |
| 2016 | -0.056 | 0.085 | 0.077 | -0.047 |
| 2015 | -0.060 | -0.067 | 0.069 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.175 |
| 5 years | 0.159 |
| 10 years | 0.120 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.