Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 38 |
| 1 month | -0.054 | 0 | 6 |
| 3 months | -0.023 | 0 | 38 |
| 1 year | 0.087 | 0 | 5 |
| 3 years | 0.084 | 0 | 7 |
| 5 years | 0.052 | 0 | 20 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.164 | — |
| 2024 | 0.069 | — |
| 2023 | 0.124 | — |
| 2022 | -0.158 | — |
| 2021 | 0.179 | — |
| 2020 | 0.025 | — |
| 2019 | 0.334 | — |
| 2018 | -0.114 | — |
| 2017 | 0.236 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.023 | — | — | — |
| 2025 | 0.046 | 0.023 | 0.020 | 0.067 |
| 2024 | 0.046 | 0.009 | 0.043 | -0.030 |
| 2023 | 0.074 | 0.002 | -0.007 | 0.053 |
| 2022 | -0.043 | -0.124 | -0.061 | 0.069 |
| 2021 | 0.054 | 0.073 | -0.019 | 0.062 |
| 2020 | -0.180 | 0.128 | 0.027 | 0.078 |
| 2019 | 0.127 | 0.091 | 0.014 | 0.070 |
| 2018 | -0.035 | 0.032 | 0.018 | -0.125 |
| 2017 | 0.064 | 0.062 | 0.054 | 0.038 |
| 2016 | 0.011 | 0.056 | 0.036 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.065 |
| 5 years | 0.041 |
| 10 years | 0.079 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.