Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 36 |
| 1 month | -0.073 | 0 | 65 |
| 3 months | 0.009 | 0 | 36 |
| 1 year | 0.130 | 0 | 42 |
| 3 years | 0.075 | 0 | 51 |
| 5 years | 0.014 | 0 | 39 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.117 | — |
| 2024 | 0.098 | — |
| 2023 | 0.025 | — |
| 2022 | -0.155 | — |
| 2021 | 0.049 | — |
| 2020 | 0.012 | — |
| 2019 | 0.107 | — |
| 2018 | -0.043 | — |
| 2017 | 0.090 | — |
| 2016 | 0.070 | — |
| 2015 | -0.010 | — |
| 2014 | 0.127 | — |
| 2013 | 0.030 | — |
| 2012 | 0.213 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.009 | — | — | — |
| 2025 | -0.004 | 0.009 | 0.077 | 0.030 |
| 2024 | 0.043 | 0.042 | 0.021 | -0.011 |
| 2023 | 0.020 | -0.014 | -0.023 | 0.044 |
| 2022 | -0.051 | -0.060 | -0.070 | 0.018 |
| 2021 | 0.048 | 0.018 | -0.021 | 0.004 |
| 2020 | -0.137 | 0.077 | 0.001 | 0.089 |
| 2019 | 0.073 | 0.031 | 0.002 | -0.002 |
| 2018 | -0.027 | -0.003 | 0.014 | -0.028 |
| 2017 | 0.037 | 0.018 | 0.010 | 0.023 |
| 2016 | 0.010 | 0.039 | 0.038 | -0.018 |
| 2015 | 0.040 | -0.032 | -0.038 | 0.022 |
| 2014 | 0.018 | 0.049 | 0.016 | 0.040 |
| 2013 | 0.066 | -0.050 | 0.017 | 0.000 |
| 2012 | 0.065 | 0.034 | 0.060 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.057 |
| 5 years | 0.004 |
| 10 years | 0.028 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.