Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 29 |
| 1 month | 0.057 | 0 | 27 |
| 3 months | 0.091 | 0 | 25 |
| 1 year | 0.122 | 0 | 19 |
| 3 years | 0.103 | 0 | 29 |
| 5 years | 0.079 | 0 | 26 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.177 | — |
| 2024 | 0.061 | — |
| 2023 | 0.060 | — |
| 2022 | -0.164 | — |
| 2021 | 0.234 | — |
| 2020 | 0.038 | — |
| 2019 | 0.305 | — |
| 2018 | -0.086 | — |
| 2017 | 0.200 | — |
| 2016 | -0.015 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | -0.016 | 0.013 | 0.088 |
| 2024 | 0.060 | 0.031 | 0.020 | -0.047 |
| 2023 | 0.059 | 0.022 | -0.033 | 0.014 |
| 2022 | -0.055 | -0.109 | -0.048 | 0.043 |
| 2021 | 0.052 | 0.095 | -0.019 | 0.093 |
| 2020 | -0.118 | 0.098 | 0.023 | 0.048 |
| 2019 | 0.144 | 0.065 | 0.021 | 0.049 |
| 2018 | -0.052 | 0.013 | 0.047 | -0.090 |
| 2017 | 0.075 | 0.052 | 0.031 | 0.029 |
| 2016 | -0.086 | 0.041 | 0.026 | 0.009 |
| 2015 | -0.027 | 0.048 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.103 |
| 5 years | 0.079 |
| 10 years | 0.088 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.