Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.129 | 0 | 48 |
| 1 month | -0.114 | 0 | 64 |
| 3 months | -0.129 | 0 | 48 |
| 1 year | -0.027 | 0 | 63 |
| 3 years | 0.169 | 0 | 29 |
| 5 years | 0.145 | 0 | 40 |
| 10 years | 0.124 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.054 | — |
| 2024 | 0.255 | — |
| 2023 | 0.348 | — |
| 2022 | 0.027 | — |
| 2021 | 0.344 | — |
| 2020 | 0.128 | — |
| 2019 | 0.050 | — |
| 2018 | -0.164 | — |
| 2017 | 0.424 | — |
| 2016 | 0.047 | — |
| 2015 | -0.016 | — |
| 2014 | 0.615 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.129 | — | — | — |
| 2025 | -0.057 | 0.098 | -0.016 | 0.034 |
| 2024 | 0.060 | 0.143 | 0.085 | -0.045 |
| 2023 | -0.028 | 0.132 | 0.077 | 0.137 |
| 2022 | -0.008 | -0.097 | 0.116 | 0.028 |
| 2021 | 0.088 | 0.093 | 0.137 | -0.006 |
| 2020 | -0.300 | 0.169 | 0.121 | 0.231 |
| 2019 | 0.010 | 0.037 | -0.056 | 0.062 |
| 2018 | -0.137 | -0.046 | -0.010 | 0.025 |
| 2017 | 0.124 | 0.073 | 0.045 | 0.130 |
| 2016 | -0.019 | 0.056 | 0.056 | -0.043 |
| 2015 | 0.054 | -0.039 | -0.037 | 0.009 |
| 2014 | 0.105 | 0.256 | 0.057 | 0.101 |
| 2013 | 0.042 | -0.079 | 0.186 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.169 |
| 5 years | 0.145 |
| 10 years | 0.124 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.