Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.087 | 0 | 38 |
| 1 month | 0.010 | 0 | 87 |
| 3 months | 0.099 | 0 | 58 |
| 1 year | 0.138 | 0 | 86 |
| 3 years | 0.199 | 0 | 36 |
| 5 years | 0.191 | 0 | 20 |
| 10 years | 0.105 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.070 | — |
| 2024 | 0.238 | — |
| 2023 | 0.222 | — |
| 2022 | -0.033 | — |
| 2021 | 0.472 | — |
| 2020 | -0.110 | — |
| 2019 | 0.177 | — |
| 2018 | -0.164 | — |
| 2017 | 0.058 | — |
| 2016 | 0.124 | — |
| 2015 | -0.006 | — |
| 2014 | 0.185 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.000 | 0.060 | 0.012 |
| 2024 | 0.136 | 0.021 | 0.012 | 0.055 |
| 2023 | 0.017 | 0.064 | 0.108 | 0.019 |
| 2022 | 0.039 | -0.067 | 0.058 | -0.057 |
| 2021 | 0.118 | 0.115 | 0.083 | 0.090 |
| 2020 | -0.273 | 0.106 | 0.017 | 0.087 |
| 2019 | 0.133 | 0.040 | -0.015 | 0.014 |
| 2018 | 0.000 | -0.063 | -0.059 | -0.051 |
| 2017 | 0.054 | -0.007 | 0.005 | 0.005 |
| 2016 | -0.043 | 0.075 | 0.040 | 0.051 |
| 2015 | 0.108 | -0.007 | -0.110 | 0.014 |
| 2014 | 0.066 | 0.048 | 0.128 | -0.059 |
| 2013 | 0.015 | 0.062 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.178 |
| 5 years | 0.178 |
| 10 years | 0.100 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.