Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 82 |
| 1 month | 0.010 | 0 | 20 |
| 3 months | 0.014 | 0 | 86 |
| 1 year | 0.067 | 0 | 78 |
| 3 years | 0.042 | 0 | 91 |
| 5 years | -0.014 | 0 | 90 |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.079 | — |
| 2024 | -0.014 | — |
| 2023 | 0.052 | — |
| 2022 | -0.149 | — |
| 2021 | -0.052 | — |
| 2020 | 0.068 | — |
| 2019 | 0.060 | — |
| 2018 | -0.027 | — |
| 2017 | 0.058 | — |
| 2016 | 0.017 | — |
| 2015 | -0.041 | — |
| 2014 | -0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.034 | 0.006 | 0.010 |
| 2024 | -0.014 | -0.010 | 0.055 | -0.043 |
| 2023 | 0.024 | -0.016 | -0.028 | 0.074 |
| 2022 | -0.062 | -0.078 | -0.059 | 0.045 |
| 2021 | -0.036 | 0.012 | -0.010 | -0.018 |
| 2020 | -0.030 | 0.037 | 0.025 | 0.036 |
| 2019 | 0.019 | 0.030 | 0.007 | 0.003 |
| 2018 | 0.008 | -0.025 | -0.013 | 0.003 |
| 2017 | 0.015 | 0.022 | 0.013 | 0.007 |
| 2016 | 0.048 | 0.023 | 0.010 | -0.062 |
| 2015 | -0.015 | -0.014 | -0.004 | -0.010 |
| 2014 | 0.024 | 0.022 | -0.030 | -0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.042 |
| 5 years | -0.014 |
| 10 years | 0.006 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.