Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 21 |
| 1 month | 0.007 | 0 | 32 |
| 3 months | -0.010 | 0 | 15 |
| 1 year | 0.180 | 0 | 20 |
| 3 years | 0.161 | 0 | 38 |
| 5 years | 0.137 | 0 | 26 |
| 10 years | 0.151 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.105 | — |
| 2024 | 0.132 | — |
| 2023 | 0.235 | — |
| 2022 | 0.051 | — |
| 2021 | 0.270 | — |
| 2020 | 0.172 | — |
| 2019 | 0.125 | — |
| 2018 | -0.031 | — |
| 2017 | 0.317 | — |
| 2016 | 0.061 | — |
| 2015 | 0.090 | — |
| 2014 | 0.487 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | 0.089 | -0.029 | 0.057 |
| 2024 | 0.027 | 0.098 | 0.083 | -0.073 |
| 2023 | -0.028 | 0.132 | 0.029 | 0.091 |
| 2022 | -0.012 | -0.075 | 0.095 | 0.051 |
| 2021 | 0.073 | 0.064 | 0.122 | -0.008 |
| 2020 | -0.283 | 0.194 | 0.083 | 0.264 |
| 2019 | 0.055 | 0.035 | -0.012 | 0.043 |
| 2018 | -0.039 | 0.012 | -0.022 | 0.018 |
| 2017 | 0.129 | 0.043 | 0.029 | 0.086 |
| 2016 | -0.015 | 0.084 | 0.068 | -0.069 |
| 2015 | 0.079 | 0.005 | -0.022 | 0.028 |
| 2014 | 0.076 | 0.178 | 0.098 | 0.069 |
| 2013 | 0.006 | -0.015 | 0.118 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.180 |
| 3 years | 0.161 |
| 5 years | 0.137 |
| 10 years | 0.151 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.