Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 23 |
| 1 month | 0.008 | 0 | 39 |
| 3 months | 0.019 | 0 | 33 |
| 1 year | 0.100 | 0 | 21 |
| 3 years | 0.076 | 0 | 15 |
| 5 years | 0.007 | 0 | 29 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.105 | — |
| 2024 | 0.024 | — |
| 2023 | 0.086 | — |
| 2022 | -0.167 | — |
| 2021 | -0.036 | — |
| 2020 | 0.125 | — |
| 2019 | 0.106 | — |
| 2018 | -0.030 | — |
| 2017 | 0.092 | — |
| 2016 | 0.044 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.043 | 0.023 | 0.008 |
| 2024 | -0.002 | 0.001 | 0.064 | -0.036 |
| 2023 | 0.033 | -0.005 | -0.031 | 0.091 |
| 2022 | -0.072 | -0.079 | -0.073 | 0.052 |
| 2021 | -0.039 | 0.023 | -0.009 | -0.010 |
| 2020 | -0.046 | 0.096 | 0.031 | 0.044 |
| 2019 | 0.036 | 0.043 | 0.009 | 0.014 |
| 2018 | -0.007 | -0.022 | 0.001 | -0.002 |
| 2017 | 0.013 | 0.036 | 0.023 | 0.018 |
| 2016 | 0.047 | 0.019 | 0.019 | -0.040 |
| 2015 | -0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.076 |
| 5 years | 0.007 |
| 10 years | 0.032 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.