Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 26 |
| 1 month | 0.025 | 0 | 17 |
| 3 months | -0.045 | 0 | 40 |
| 1 year | 0.059 | 0 | 68 |
| 3 years | 0.107 | 0 | 47 |
| 5 years | 0.064 | 0 | 52 |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.041 | — |
| 2024 | 0.141 | — |
| 2023 | 0.217 | — |
| 2022 | -0.099 | — |
| 2021 | 0.245 | — |
| 2020 | 0.320 | — |
| 2019 | 0.288 | — |
| 2018 | -0.190 | — |
| 2017 | 0.486 | — |
| 2016 | 0.003 | — |
| 2015 | -0.085 | — |
| 2014 | 0.029 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | 0.066 | -0.068 | 0.015 |
| 2024 | 0.062 | 0.123 | 0.016 | -0.058 |
| 2023 | -0.035 | 0.124 | 0.017 | 0.104 |
| 2022 | -0.045 | -0.105 | 0.042 | 0.012 |
| 2021 | 0.053 | 0.051 | 0.131 | -0.005 |
| 2020 | -0.181 | 0.182 | 0.157 | 0.179 |
| 2019 | 0.152 | 0.016 | -0.013 | 0.115 |
| 2018 | 0.019 | -0.080 | -0.065 | -0.076 |
| 2017 | 0.123 | 0.108 | 0.090 | 0.095 |
| 2016 | -0.011 | 0.012 | 0.100 | -0.089 |
| 2015 | 0.056 | -0.018 | -0.152 | 0.040 |
| 2014 | 0.009 | 0.050 | -0.036 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.088 |
| 5 years | 0.053 |
| 10 years | 0.120 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.