Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 13 |
| 1 month | 0.012 | 0 | 28 |
| 3 months | 0.024 | 0 | 17 |
| 1 year | 0.083 | 0 | 19 |
| 3 years | 0.067 | 0 | 26 |
| 5 years | -0.001 | 0 | 67 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.087 | — |
| 2024 | 0.066 | — |
| 2023 | 0.046 | — |
| 2022 | -0.157 | — |
| 2021 | -0.051 | — |
| 2020 | 0.081 | — |
| 2019 | 0.124 | — |
| 2018 | -0.004 | — |
| 2017 | 0.047 | — |
| 2016 | 0.062 | — |
| 2015 | 0.031 | — |
| 2014 | 0.084 | — |
| 2013 | -0.017 | — |
| 2012 | 0.140 | — |
| 2011 | -0.024 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | 0.011 | 0.035 | 0.011 |
| 2024 | 0.019 | 0.012 | 0.047 | -0.014 |
| 2023 | 0.024 | -0.007 | -0.025 | 0.056 |
| 2022 | -0.093 | -0.068 | -0.048 | 0.047 |
| 2021 | -0.006 | 0.015 | -0.023 | -0.037 |
| 2020 | -0.025 | 0.055 | 0.017 | 0.033 |
| 2019 | 0.058 | 0.030 | 0.015 | 0.016 |
| 2018 | -0.015 | -0.013 | 0.011 | 0.012 |
| 2017 | 0.025 | 0.007 | 0.012 | 0.002 |
| 2016 | 0.037 | 0.031 | 0.022 | -0.028 |
| 2015 | 0.023 | 0.001 | -0.012 | 0.019 |
| 2014 | 0.029 | 0.033 | 0.012 | 0.007 |
| 2013 | 0.002 | -0.049 | 0.014 | 0.017 |
| 2012 | 0.042 | 0.020 | 0.050 | 0.023 |
| 2011 | 0.006 | 0.005 | -0.069 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.057 |
| 5 years | -0.007 |
| 10 years | 0.025 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.