Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 9 |
| 1 month | -0.036 | 0 | 26 |
| 3 months | 0.015 | 0 | 9 |
| 1 year | 0.191 | 0 | 9 |
| 3 years | 0.111 | 0 | 4 |
| 5 years | 0.041 | 0 | 14 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.172 | — |
| 2024 | 0.073 | — |
| 2023 | 0.135 | — |
| 2022 | -0.158 | — |
| 2021 | 0.039 | — |
| 2020 | 0.246 | — |
| 2019 | 0.175 | — |
| 2018 | -0.032 | — |
| 2017 | 0.124 | — |
| 2016 | 0.082 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.015 | — | — | — |
| 2025 | -0.001 | 0.068 | 0.085 | 0.012 |
| 2024 | 0.028 | 0.009 | 0.028 | 0.006 |
| 2023 | 0.058 | 0.037 | -0.008 | 0.043 |
| 2022 | -0.066 | -0.116 | 0.003 | 0.017 |
| 2021 | 0.037 | 0.040 | -0.020 | -0.016 |
| 2020 | -0.138 | 0.194 | 0.046 | 0.159 |
| 2019 | 0.083 | 0.027 | 0.006 | 0.050 |
| 2018 | 0.014 | 0.016 | 0.007 | -0.067 |
| 2017 | 0.052 | 0.023 | 0.035 | 0.009 |
| 2016 | -0.003 | 0.020 | 0.056 | 0.007 |
| 2015 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.143 |
| 3 years | 0.096 |
| 5 years | 0.033 |
| 10 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.