Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.095 | 0 | 2 |
| 1 month | 0.037 | 0 | 13 |
| 3 months | 0.115 | 0 | 2 |
| 1 year | 0.285 | 0 | 2 |
| 3 years | 0.144 | 0 | 1 |
| 5 years | 0.084 | 0 | 3 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.221 | — |
| 2024 | 0.062 | — |
| 2023 | 0.085 | — |
| 2022 | -0.108 | — |
| 2021 | 0.094 | — |
| 2020 | 0.042 | — |
| 2019 | 0.158 | — |
| 2018 | -0.119 | — |
| 2017 | 0.096 | — |
| 2016 | 0.078 | — |
| 2015 | -0.029 | — |
| 2014 | 0.020 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | 0.048 | 0.073 | 0.042 |
| 2024 | 0.052 | 0.000 | 0.079 | -0.064 |
| 2023 | 0.051 | 0.022 | -0.050 | 0.063 |
| 2022 | 0.001 | -0.123 | -0.086 | 0.111 |
| 2021 | 0.035 | 0.048 | -0.022 | 0.031 |
| 2020 | -0.208 | 0.139 | 0.052 | 0.098 |
| 2019 | 0.089 | 0.026 | -0.002 | 0.039 |
| 2018 | -0.020 | -0.007 | 0.004 | -0.098 |
| 2017 | 0.041 | 0.010 | 0.018 | 0.024 |
| 2016 | 0.029 | 0.021 | 0.035 | -0.010 |
| 2015 | 0.014 | -0.008 | -0.075 | 0.043 |
| 2014 | 0.023 | 0.027 | -0.031 | 0.002 |
| 2013 | -0.008 | 0.046 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.285 |
| 3 years | 0.144 |
| 5 years | 0.084 |
| 10 years | 0.068 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.