Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 88 |
| 1 month | 0.011 | 0 | 65 |
| 3 months | 0.010 | 0 | 84 |
| 1 year | 0.032 | 0 | 68 |
| 3 years | 0.022 | 0 | 93 |
| 5 years | -0.015 | 0 | 99 |
| 10 years | -0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.036 | — |
| 2024 | 0.000 | — |
| 2023 | 0.021 | — |
| 2022 | -0.151 | — |
| 2021 | 0.014 | — |
| 2020 | 0.015 | — |
| 2019 | 0.052 | — |
| 2018 | -0.059 | — |
| 2017 | 0.034 | — |
| 2016 | 0.014 | — |
| 2015 | -0.021 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.015 | 0.011 | 0.008 |
| 2024 | 0.004 | -0.002 | 0.026 | -0.028 |
| 2023 | 0.016 | -0.010 | -0.023 | 0.039 |
| 2022 | -0.063 | -0.065 | -0.044 | 0.014 |
| 2021 | 0 | 0.018 | -0.004 | 0.000 |
| 2020 | -0.092 | 0.066 | 0.016 | 0.031 |
| 2019 | 0.037 | 0.011 | -0.002 | 0.005 |
| 2018 | -0.018 | -0.010 | 0.001 | -0.033 |
| 2017 | 0.012 | 0.009 | 0.009 | 0.004 |
| 2016 | 0.001 | 0.010 | 0.010 | -0.008 |
| 2015 | 0.013 | -0.017 | -0.019 | 0.002 |
| 2014 | 0.020 | 0.002 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.008 |
| 5 years | -0.023 |
| 10 years | -0.006 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.