Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | — |
| 1 month | 0 | 0 | — |
| 3 months | 0 | 0 | — |
| 1 year | 0 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.051 | — |
| 2024 | 0.315 | — |
| 2023 | 0.093 | — |
| 2022 | -0.030 | — |
| 2021 | 0.230 | — |
| 2020 | 0.067 | — |
| 2019 | 0.200 | — |
| 2018 | -0.074 | — |
| 2017 | 0.089 | — |
| 2016 | 0.004 | — |
| 2015 | 0.198 | — |
| 2014 | 0.213 | — |
| 2013 | 0.293 | — |
| 2012 | 0.106 | — |
| 2011 | -0.040 | — |
| 2010 | 0.022 | — |
| 2009 | 0.096 | — |
| 2008 | -0.249 | — |
| 2007 | -0.068 | — |
| 2006 | 0.129 | — |
| 2005 | -0.007 | — |
| 2004 | -0.021 | — |
| 2003 | -0.003 | — |
| 2002 | -0.256 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | 0.000 | 0.061 | -0.001 |
| 2024 | 0.123 | 0.037 | 0.067 | 0.059 |
| 2023 | 0.006 | 0.028 | -0.010 | 0.068 |
| 2022 | -0.033 | -0.085 | 0.003 | 0.093 |
| 2021 | 0.035 | 0.047 | 0.014 | 0.118 |
| 2020 | -0.137 | 0.113 | 0.075 | 0.033 |
| 2019 | 0.070 | 0.037 | 0.038 | 0.042 |
| 2018 | 0.000 | 0.035 | 0.045 | -0.144 |
| 2017 | 0.020 | -0.006 | 0.012 | 0.060 |
| 2016 | -0.063 | 0.014 | 0.017 | 0.040 |
| 2015 | 0.108 | -0.010 | 0.006 | 0.086 |
| 2014 | 0.056 | 0.016 | 0.052 | 0.075 |
| 2013 | 0.132 | 0.047 | -0.009 | 0.101 |
| 2012 | 0.101 | -0.033 | 0.041 | -0.001 |
| 2011 | 0.014 | -0.021 | -0.112 | 0.089 |
| 2010 | 0.007 | -0.112 | 0.077 | 0.060 |
| 2009 | -0.062 | 0.070 | 0.059 | 0.030 |
| 2008 | -0.046 | -0.053 | -0.064 | -0.112 |
| 2007 | 0.011 | -0.013 | -0.038 | -0.029 |
| 2006 | 0.043 | -0.048 | 0.036 | 0.097 |
| 2005 | -0.022 | 0.027 | -0.049 | 0.040 |
| 2004 | 0.015 | 0.012 | -0.077 | 0.034 |
| 2003 | -0.098 | 0.029 | 0.022 | 0.052 |
| 2002 | -0.026 | -0.174 | -0.126 | 0.057 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.