Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 58 |
| 1 month | -0.025 | 0 | 46 |
| 3 months | -0.021 | 0 | 58 |
| 1 year | 0.121 | 0 | 35 |
| 3 years | 0.132 | 0 | 18 |
| 5 years | 0.118 | 0 | 16 |
| 10 years | 0.134 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.006 | — |
| 2024 | 0.311 | — |
| 2023 | 0.197 | — |
| 2022 | -0.064 | — |
| 2021 | 0.359 | — |
| 2020 | 0.016 | — |
| 2019 | 0.328 | — |
| 2018 | -0.010 | — |
| 2017 | 0.107 | — |
| 2016 | 0.149 | — |
| 2015 | 0.073 | — |
| 2014 | 0.277 | — |
| 2013 | 0.255 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.021 | — | — | — |
| 2025 | -0.122 | 0.062 | 0.059 | 0.018 |
| 2024 | 0.155 | 0.027 | 0.004 | 0.101 |
| 2023 | 0.066 | 0.120 | -0.016 | 0.019 |
| 2022 | -0.016 | -0.093 | 0.031 | 0.018 |
| 2021 | 0.125 | 0.052 | 0.039 | 0.106 |
| 2020 | -0.147 | 0.100 | 0.054 | 0.028 |
| 2019 | 0.161 | 0.043 | 0.064 | 0.030 |
| 2018 | -0.004 | 0.104 | 0.036 | -0.130 |
| 2017 | 0.046 | -0.015 | 0.011 | 0.063 |
| 2016 | -0.048 | 0.045 | 0.068 | 0.081 |
| 2015 | 0.134 | -0.048 | -0.071 | 0.069 |
| 2014 | 0.023 | 0.083 | 0.055 | 0.093 |
| 2013 | 0.083 | 0.038 | 0.028 | 0.086 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.132 |
| 5 years | 0.118 |
| 10 years | 0.134 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.