Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.197 | 0.087 | 10 |
| 1 month | 0.067 | 0.012 | 22 |
| 3 months | 0.249 | 0.055 | 9 |
| 1 year | 0.708 | 0.418 | 4 |
| 3 years | 0.255 | 0.115 | 8 |
| 5 years | 0.073 | 0.122 | 36 |
| 10 years | 0.116 | 0.044 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.462 | — |
| 2024 | 0.008 | — |
| 2023 | 0.151 | — |
| 2022 | -0.241 | — |
| 2021 | -0.029 | — |
| 2020 | 0.168 | 0.179 |
| 2019 | 0.245 | 0.192 |
| 2018 | -0.198 | -0.161 |
| 2017 | 0.445 | 0.342 |
| 2016 | 0.083 | 0.085 |
| 2015 | -0.153 | -0.138 |
| 2014 | -0.071 | -0.030 |
| 2013 | 0.018 | -0.001 |
| 2012 | 0.155 | 0.181 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | 0.177 | 0.086 | 0.109 |
| 2024 | 0.039 | 0.031 | 0.035 | -0.091 |
| 2023 | 0.056 | 0.022 | -0.036 | 0.106 |
| 2022 | -0.132 | -0.127 | -0.099 | 0.111 |
| 2021 | 0.030 | 0.047 | -0.075 | -0.027 |
| 2020 | -0.268 | 0.240 | 0.099 | 0.171 |
| 2019 | 0.121 | 0.023 | -0.021 | 0.109 |
| 2018 | 0.015 | -0.102 | -0.042 | -0.082 |
| 2017 | 0.131 | 0.082 | 0.114 | 0.060 |
| 2016 | 0.029 | 0.016 | 0.105 | -0.061 |
| 2015 | -0.008 | 0.021 | -0.185 | 0.026 |
| 2014 | -0.030 | 0.071 | -0.036 | -0.072 |
| 2013 | -0.001 | -0.081 | 0.085 | 0.021 |
| 2012 | 0.140 | -0.105 | 0.056 | 0.073 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.708 |
| 3 years | 0.255 |
| 5 years | 0.073 |
| 10 years | 0.116 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.