Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 89 |
| 1 month | -0.002 | 0 | 89 |
| 3 months | -0.061 | 0 | 96 |
| 1 year | -0.148 | 0 | 88 |
| 3 years | -0.004 | 0 | 89 |
| 5 years | -0.033 | 0 | 93 |
| 10 years | -0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.115 | — |
| 2024 | 0.249 | — |
| 2023 | -0.113 | — |
| 2022 | -0.062 | — |
| 2021 | 0.001 | — |
| 2020 | 0.019 | — |
| 2019 | -0.045 | — |
| 2018 | -0.016 | — |
| 2017 | -0.068 | — |
| 2016 | 0.172 | — |
| 2015 | 0.157 | — |
| 2014 | 0.107 | — |
| 2013 | -0.012 | — |
| 2012 | -0.081 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | -0.072 | -0.021 | -0.017 |
| 2024 | -0.011 | 0.112 | 0.077 | 0.054 |
| 2023 | -0.066 | -0.051 | 0.030 | -0.028 |
| 2022 | -0.034 | 0.008 | 0.002 | -0.038 |
| 2021 | 0.028 | -0.045 | 0.029 | -0.010 |
| 2020 | 0.262 | -0.047 | -0.037 | -0.120 |
| 2019 | -0.017 | -0.014 | 0.027 | -0.041 |
| 2018 | -0.073 | 0.063 | -0.049 | 0.050 |
| 2017 | -0.103 | -0.038 | 0.000 | 0.079 |
| 2016 | -0.013 | 0.074 | 0.040 | 0.063 |
| 2015 | 0.032 | 0.021 | 0.081 | 0.016 |
| 2014 | -0.004 | -0.011 | 0.035 | 0.086 |
| 2013 | -0.054 | 0.048 | 0.009 | -0.012 |
| 2012 | -0.089 | 0.067 | -0.067 | 0.013 |
| 2011 | 0.152 | 0.029 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.148 |
| 3 years | -0.004 |
| 5 years | -0.033 |
| 10 years | -0.013 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.