Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | — |
| 1 month | 0.011 | 0 | — |
| 3 months | -0.042 | 0 | — |
| 1 year | 0.133 | 0 | — |
| 3 years | 0.140 | 0 | — |
| 5 years | 0.083 | 0 | — |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.003 | — |
| 2024 | 0.180 | — |
| 2023 | 0.240 | — |
| 2022 | -0.041 | — |
| 2021 | 0.126 | — |
| 2020 | 0.125 | — |
| 2019 | 0.056 | — |
| 2018 | -0.036 | — |
| 2017 | 0.395 | — |
| 2016 | -0.024 | — |
| 2015 | 0.188 | — |
| 2014 | 0.723 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.103 | 0.143 | -0.012 | -0.015 |
| 2024 | 0.004 | 0.202 | 0.064 | -0.081 |
| 2023 | -0.065 | 0.147 | 0.078 | 0.073 |
| 2022 | -0.045 | -0.070 | 0.101 | -0.020 |
| 2021 | 0.049 | 0.042 | 0.048 | -0.017 |
| 2020 | -0.187 | 0.144 | 0.061 | 0.140 |
| 2019 | 0.028 | -0.028 | 0.009 | 0.048 |
| 2018 | -0.069 | 0.023 | -0.020 | 0.033 |
| 2017 | 0.111 | 0.065 | 0.039 | 0.136 |
| 2016 | -0.048 | 0.065 | 0.031 | -0.067 |
| 2015 | 0.153 | 0.006 | 0.013 | 0.010 |
| 2014 | 0.050 | 0.230 | 0.124 | 0.187 |
| 2013 | 0.069 | 0.000 | 0.148 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.133 |
| 3 years | 0.140 |
| 5 years | 0.083 |
| 10 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.