Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 31 |
| 1 month | 0.007 | 0 | 30 |
| 3 months | 0.010 | 0 | 38 |
| 1 year | 0.028 | 0 | 44 |
| 3 years | 0.029 | 0 | 95 |
| 5 years | -0.008 | 0 | 89 |
| 10 years | -0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.022 | — |
| 2024 | 0.005 | — |
| 2023 | 0.040 | — |
| 2022 | -0.100 | — |
| 2021 | -0.023 | — |
| 2020 | -0.009 | — |
| 2019 | 0.013 | — |
| 2018 | -0.028 | — |
| 2017 | -0.017 | — |
| 2016 | -0.003 | — |
| 2015 | -0.002 | — |
| 2014 | 0.036 | — |
| 2013 | 0.009 | — |
| 2012 | 0.035 | — |
| 2011 | 0.013 | — |
| 2010 | -0.016 | — |
| 2009 | 0.028 | — |
| 2008 | 0.044 | — |
| 2007 | 0.022 | — |
| 2006 | 0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.013 | 0.001 | 0.002 |
| 2024 | -0.019 | -0.007 | 0.039 | -0.006 |
| 2023 | 0.013 | -0.014 | -0.002 | 0.043 |
| 2022 | -0.018 | -0.033 | -0.045 | -0.007 |
| 2021 | -0.005 | -0.008 | -0.002 | -0.009 |
| 2020 | -0.024 | 0.009 | 0.002 | 0.003 |
| 2019 | 0.007 | 0.005 | 0.004 | -0.004 |
| 2018 | -0.002 | -0.012 | -0.008 | -0.006 |
| 2017 | -0.009 | -0.003 | 0.000 | -0.005 |
| 2016 | 0.000 | -0.001 | 0.004 | -0.005 |
| 2015 | 0.013 | -0.026 | 0.005 | 0.006 |
| 2014 | 0.017 | 0.012 | 0.007 | 0.000 |
| 2013 | 0.002 | 0.001 | 0.003 | 0.003 |
| 2012 | 0.018 | -0.005 | 0.014 | 0.008 |
| 2011 | 0.004 | 0.002 | 0.004 | 0.003 |
| 2010 | 0.004 | -0.019 | 0.007 | -0.007 |
| 2009 | 0.019 | 0.008 | 0.007 | -0.006 |
| 2008 | 0.010 | -0.012 | 0.020 | 0.026 |
| 2007 | 0.004 | -0.001 | 0.012 | 0.007 |
| 2006 | 0.005 | 0.004 | 0.007 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.029 |
| 5 years | -0.008 |
| 10 years | -0.009 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.