Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 78 |
| 1 month | 0.001 | 0 | 80 |
| 3 months | 0.039 | 0 | 69 |
| 1 year | 0.151 | 0 | 43 |
| 3 years | 0.151 | 0 | 37 |
| 5 years | 0.120 | 0 | 36 |
| 10 years | 0.118 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.138 | — |
| 2024 | 0.121 | — |
| 2023 | 0.214 | — |
| 2022 | -0.115 | — |
| 2021 | 0.298 | — |
| 2020 | 0.061 | — |
| 2019 | 0.224 | — |
| 2018 | -0.050 | — |
| 2017 | 0.193 | — |
| 2016 | 0.096 | — |
| 2015 | -0.030 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | 0.084 | 0.055 | 0.038 |
| 2024 | 0.087 | -0.011 | 0.061 | -0.017 |
| 2023 | 0.045 | 0.080 | -0.027 | 0.106 |
| 2022 | -0.060 | -0.143 | -0.036 | 0.140 |
| 2021 | 0.100 | 0.062 | -0.011 | 0.124 |
| 2020 | -0.246 | 0.168 | 0.071 | 0.125 |
| 2019 | 0.116 | 0.016 | 0.008 | 0.071 |
| 2018 | -0.005 | 0.026 | 0.069 | -0.129 |
| 2017 | 0.049 | 0.015 | 0.038 | 0.078 |
| 2016 | 0.018 | -0.011 | 0.031 | 0.055 |
| 2015 | 0.016 | -0.007 | -0.053 | 0.015 |
| 2014 | 0.026 | 0.066 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.132 |
| 5 years | 0.109 |
| 10 years | 0.113 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.