Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 26 |
| 1 month | -0.005 | 0 | 68 |
| 3 months | -0.006 | 0 | 26 |
| 1 year | 0.022 | 0 | 41 |
| 3 years | 0.065 | 0 | 33 |
| 5 years | 0.037 | 0 | 47 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.044 | — |
| 2024 | 0.061 | — |
| 2023 | 0.146 | — |
| 2022 | -0.089 | — |
| 2021 | 0.081 | — |
| 2020 | 0.008 | — |
| 2019 | 0.060 | — |
| 2018 | -0.008 | — |
| 2017 | 0.022 | — |
| 2016 | 0.066 | — |
| 2015 | 0.052 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.006 | — | — | — |
| 2025 | 0.016 | 0.009 | 0.016 | 0.003 |
| 2024 | 0.011 | 0.014 | 0.010 | 0.024 |
| 2023 | 0.044 | 0.038 | 0.051 | 0.006 |
| 2022 | -0.010 | -0.089 | 0.009 | 0.001 |
| 2021 | 0.035 | 0.024 | 0.016 | 0.004 |
| 2020 | -0.204 | 0.167 | 0.027 | 0.057 |
| 2019 | 0.025 | 0.011 | 0.009 | 0.013 |
| 2018 | 0.000 | -0.003 | 0.017 | -0.021 |
| 2017 | -0.007 | 0.010 | 0.016 | 0.003 |
| 2016 | 0.006 | 0.009 | 0.033 | 0.017 |
| 2015 | 0.032 | 0.009 | -0.003 | 0.014 |
| 2014 | 0.013 | 0.000 | -0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.065 |
| 5 years | 0.037 |
| 10 years | 0.036 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.