Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.165 | 0 | — |
| 1 month | 0.129 | 0 | — |
| 3 months | 0.192 | 0 | — |
| 1 year | 0.544 | 0 | — |
| 3 years | 0.312 | 0 | — |
| 5 years | 0.225 | 0 | — |
| 10 years | 0.153 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.284 | — |
| 2024 | 0.179 | — |
| 2023 | 0.366 | — |
| 2022 | 0.054 | — |
| 2021 | 0.122 | — |
| 2020 | -0.035 | — |
| 2019 | 0.215 | — |
| 2018 | -0.151 | — |
| 2017 | 0.232 | — |
| 2016 | 0.035 | — |
| 2015 | 0.187 | — |
| 2014 | 0.106 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.034 | 0.122 | 0.088 |
| 2024 | 0.152 | 0.021 | -0.043 | 0.047 |
| 2023 | 0.077 | 0.181 | 0.062 | 0.011 |
| 2022 | 0.005 | -0.004 | 0.006 | 0.047 |
| 2021 | 0.122 | 0.000 | 0.021 | -0.021 |
| 2020 | -0.181 | 0.075 | 0.047 | 0.048 |
| 2019 | 0.068 | -0.005 | 0.034 | 0.105 |
| 2018 | -0.048 | 0.007 | 0.057 | -0.161 |
| 2017 | 0.010 | 0.048 | 0.057 | 0.101 |
| 2016 | -0.079 | -0.087 | 0.067 | 0.153 |
| 2015 | 0.120 | 0.073 | -0.092 | 0.087 |
| 2014 | -0.035 | 0.062 | 0.048 | 0.031 |
| 2013 | 0.025 | 0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.467 |
| 3 years | 0.290 |
| 5 years | 0.213 |
| 10 years | 0.147 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.