Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.110 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.060 | 0 | — |
| 1 year | 0.325 | 0 | — |
| 3 years | 0.236 | 0 | — |
| 5 years | 0.113 | 0 | — |
| 10 years | 0.135 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.202 | — |
| 2024 | 0.194 | — |
| 2023 | 0.250 | — |
| 2022 | -0.223 | — |
| 2021 | 0.266 | — |
| 2020 | 0.202 | — |
| 2019 | 0.266 | — |
| 2018 | -0.053 | — |
| 2017 | 0.188 | — |
| 2016 | 0.078 | — |
| 2015 | -0.002 | — |
| 2014 | 0.112 | — |
| 2013 | 0.315 | — |
| 2012 | 0.092 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.026 | — | — | — |
| 2025 | -0.079 | 0.173 | 0.066 | 0.044 |
| 2024 | 0.114 | 0.058 | 0.029 | -0.015 |
| 2023 | 0.043 | 0.073 | -0.015 | 0.133 |
| 2022 | -0.037 | -0.180 | -0.082 | 0.073 |
| 2021 | 0.062 | 0.101 | -0.018 | 0.101 |
| 2020 | -0.180 | 0.190 | 0.125 | 0.096 |
| 2019 | 0.105 | 0.058 | 0.014 | 0.069 |
| 2018 | -0.011 | 0.010 | 0.075 | -0.117 |
| 2017 | 0.057 | 0.022 | 0.042 | 0.056 |
| 2016 | 0.008 | 0.015 | 0.012 | 0.041 |
| 2015 | 0.008 | 0.000 | -0.070 | 0.066 |
| 2014 | 0.023 | 0.043 | -0.009 | 0.052 |
| 2013 | 0.111 | 0.019 | 0.059 | 0.096 |
| 2012 | 0.098 | -0.050 | 0.049 | -0.002 |
| 2011 | -0.186 | 0.121 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.325 |
| 3 years | 0.236 |
| 5 years | 0.113 |
| 10 years | 0.135 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.