Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 73 |
| 1 month | 0.018 | 0 | 59 |
| 3 months | 0.014 | 0 | 38 |
| 1 year | 0.054 | 0 | 48 |
| 3 years | 0.043 | 0 | 42 |
| 5 years | 0.000 | 0 | 29 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.064 | — |
| 2024 | 0.007 | — |
| 2023 | 0.044 | — |
| 2022 | -0.126 | — |
| 2021 | -0.022 | — |
| 2020 | 0.081 | — |
| 2019 | 0.070 | — |
| 2018 | 0.010 | — |
| 2017 | 0.024 | — |
| 2016 | 0.011 | — |
| 2015 | 0.009 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | 0.009 | 0.015 | 0.010 |
| 2024 | -0.010 | 0.002 | 0.047 | -0.031 |
| 2023 | 0.033 | -0.014 | -0.030 | 0.057 |
| 2022 | -0.055 | -0.038 | -0.043 | 0.005 |
| 2021 | -0.042 | 0.018 | 0.001 | 0.002 |
| 2020 | 0.085 | 0.002 | 0.002 | -0.008 |
| 2019 | 0.021 | 0.030 | 0.024 | -0.007 |
| 2018 | -0.011 | 0.001 | -0.006 | 0.026 |
| 2017 | 0.007 | 0.012 | 0.004 | 0.001 |
| 2016 | 0.032 | 0.022 | -0.003 | -0.038 |
| 2015 | 0.016 | -0.016 | 0.018 | -0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.023 |
| 5 years | -0.012 |
| 10 years | 0.008 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.