Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 4 |
| 1 month | 0.042 | 0 | 2 |
| 3 months | 0.027 | 0 | 1 |
| 1 year | 0.339 | 0 | 1 |
| 3 years | 0.276 | 0 | 6 |
| 5 years | 0.217 | 0 | 16 |
| 10 years | 0.195 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.119 | — |
| 2024 | 0.281 | — |
| 2023 | 0.339 | — |
| 2022 | 0.041 | — |
| 2021 | 0.462 | — |
| 2020 | 0.202 | — |
| 2019 | 0.004 | — |
| 2018 | -0.098 | — |
| 2017 | 0.445 | — |
| 2016 | 0.057 | — |
| 2015 | 0.061 | — |
| 2014 | 0.885 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | 0.178 | -0.038 | 0.080 |
| 2024 | 0.078 | 0.197 | 0.056 | -0.059 |
| 2023 | -0.063 | 0.130 | 0.096 | 0.154 |
| 2022 | -0.027 | -0.078 | 0.137 | 0.020 |
| 2021 | 0.129 | 0.156 | 0.102 | 0.016 |
| 2020 | -0.317 | 0.219 | 0.187 | 0.216 |
| 2019 | 0.016 | -0.009 | -0.035 | 0.033 |
| 2018 | -0.075 | -0.037 | -0.033 | 0.048 |
| 2017 | 0.165 | 0.030 | 0.047 | 0.150 |
| 2016 | -0.083 | 0.096 | 0.087 | -0.032 |
| 2015 | 0.031 | -0.001 | 0.003 | 0.027 |
| 2014 | 0.108 | 0.367 | 0.112 | 0.120 |
| 2013 | -0.064 | 0.001 | 0.270 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.329 |
| 3 years | 0.276 |
| 5 years | 0.217 |
| 10 years | 0.195 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.