Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 43 |
| 1 month | -0.041 | 0 | 66 |
| 3 months | -0.014 | 0 | 43 |
| 1 year | 0.125 | 0 | 15 |
| 3 years | 0.129 | 0 | 7 |
| 5 years | 0.040 | 0 | 12 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.179 | — |
| 2024 | 0.111 | — |
| 2023 | 0.129 | — |
| 2022 | -0.187 | — |
| 2021 | -0.019 | — |
| 2020 | 0.049 | — |
| 2019 | 0.156 | — |
| 2018 | -0.063 | — |
| 2017 | 0.110 | — |
| 2016 | 0.103 | — |
| 2015 | -0.074 | — |
| 2014 | -0.025 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.014 | — | — | — |
| 2025 | 0.033 | 0.033 | 0.057 | 0.045 |
| 2024 | 0.052 | -0.004 | 0.064 | -0.004 |
| 2023 | 0.013 | 0.027 | -0.020 | 0.108 |
| 2022 | -0.108 | -0.115 | -0.050 | 0.085 |
| 2021 | -0.044 | 0.045 | -0.007 | -0.011 |
| 2020 | -0.149 | 0.127 | 0.025 | 0.068 |
| 2019 | 0.074 | 0.039 | 0.013 | 0.024 |
| 2018 | -0.014 | -0.050 | 0.020 | -0.018 |
| 2017 | 0.040 | 0.023 | 0.029 | 0.015 |
| 2016 | 0.077 | 0.046 | 0.029 | -0.048 |
| 2015 | -0.012 | 0.001 | -0.070 | 0.007 |
| 2014 | 0.018 | 0.048 | -0.037 | -0.051 |
| 2013 | -0.008 | -0.004 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.118 |
| 5 years | 0.034 |
| 10 years | 0.038 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.