Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 47 |
| 1 month | 0.088 | 0 | 36 |
| 3 months | 0.015 | 0 | 31 |
| 1 year | 0.263 | 0 | 68 |
| 3 years | 0.133 | 0 | 68 |
| 5 years | 0.029 | 0 | 74 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.220 | — |
| 2024 | 0.096 | — |
| 2023 | 0.080 | — |
| 2022 | -0.235 | — |
| 2021 | 0.043 | — |
| 2020 | 0.173 | — |
| 2019 | 0.183 | — |
| 2018 | -0.135 | — |
| 2017 | 0.280 | — |
| 2016 | 0.003 | — |
| 2015 | -0.016 | — |
| 2014 | 0.004 | — |
| 2013 | 0.161 | — |
| 2012 | 0.160 | — |
| 2011 | -0.149 | — |
| 2010 | 0.106 | — |
| 2009 | 0.347 | — |
| 2008 | -0.431 | — |
| 2007 | 0.158 | — |
| 2006 | 0.215 | — |
| 2005 | 0.110 | — |
| 2004 | 0.160 | — |
| 2003 | 0.369 | — |
| 2002 | -0.176 | — |
| 2001 | -0.180 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.021 | — | — | — |
| 2025 | 0.032 | 0.087 | 0.068 | 0.018 |
| 2024 | 0.034 | 0.023 | 0.094 | -0.054 |
| 2023 | 0.071 | 0.001 | -0.046 | 0.056 |
| 2022 | -0.100 | -0.120 | -0.118 | 0.096 |
| 2021 | 0.032 | 0.055 | -0.048 | 0.007 |
| 2020 | -0.183 | 0.176 | 0.071 | 0.140 |
| 2019 | 0.099 | 0.012 | -0.021 | 0.087 |
| 2018 | 0.002 | -0.023 | -0.004 | -0.113 |
| 2017 | 0.079 | 0.055 | 0.060 | 0.061 |
| 2016 | -0.044 | -0.001 | 0.074 | -0.022 |
| 2015 | 0.036 | 0.027 | -0.118 | 0.048 |
| 2014 | -0.014 | 0.035 | -0.020 | 0.004 |
| 2013 | 0.034 | -0.018 | 0.077 | 0.062 |
| 2012 | 0.105 | -0.061 | 0.059 | 0.056 |
| 2011 | 0.024 | -0.008 | -0.189 | 0.032 |
| 2010 | 0.009 | -0.096 | 0.133 | 0.070 |
| 2009 | -0.079 | 0.230 | 0.150 | 0.034 |
| 2008 | -0.126 | -0.015 | -0.184 | -0.190 |
| 2007 | 0.019 | 0.071 | 0.089 | -0.026 |
| 2006 | 0.074 | -0.005 | 0.041 | 0.092 |
| 2005 | -0.017 | 0.016 | 0.084 | 0.025 |
| 2004 | 0.047 | -0.036 | 0.028 | 0.119 |
| 2003 | -0.079 | 0.163 | 0.135 | 0.126 |
| 2002 | 0.026 | -0.049 | -0.174 | 0.023 |
| 2001 | -0.128 | 0.042 | -0.200 | 0.128 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.263 |
| 3 years | 0.133 |
| 5 years | 0.029 |
| 10 years | 0.069 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.