Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 4 |
| 1 month | 0.032 | 0 | 8 |
| 3 months | 0.081 | 0 | 8 |
| 1 year | 0.042 | 0 | 74 |
| 3 years | 0.071 | 0 | 63 |
| 5 years | 0.021 | 0 | 84 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.012 | — |
| 2024 | 0.121 | — |
| 2023 | 0.054 | — |
| 2022 | -0.165 | — |
| 2021 | 0.154 | — |
| 2020 | -0.056 | — |
| 2019 | 0.187 | — |
| 2018 | -0.105 | — |
| 2017 | 0.139 | — |
| 2016 | 0.012 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | -0.012 | -0.003 | -0.024 |
| 2024 | 0.099 | 0.001 | 0.003 | 0.016 |
| 2023 | 0.011 | 0.002 | 0.019 | 0.021 |
| 2022 | -0.058 | -0.091 | -0.025 | 0.001 |
| 2021 | 0.082 | 0.068 | -0.013 | 0.011 |
| 2020 | -0.258 | 0.122 | 0.041 | 0.089 |
| 2019 | 0.085 | 0.009 | 0.022 | 0.061 |
| 2018 | -0.013 | 0.023 | -0.005 | -0.109 |
| 2017 | 0.044 | 0.036 | 0.027 | 0.025 |
| 2016 | -0.050 | -0.024 | 0.057 | 0.033 |
| 2015 | 0.002 | -0.060 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.049 |
| 5 years | 0.008 |
| 10 years | 0.036 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.