Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 61 |
| 1 month | -0.038 | 0 | 71 |
| 3 months | -0.015 | 0 | 61 |
| 1 year | 0.034 | 0 | 28 |
| 3 years | 0.059 | 0 | 11 |
| 5 years | 0.023 | 0 | 21 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.063 | — |
| 2024 | 0.052 | — |
| 2023 | 0.094 | — |
| 2022 | -0.099 | — |
| 2021 | 0.051 | — |
| 2020 | 0.020 | — |
| 2019 | 0.123 | — |
| 2018 | -0.065 | — |
| 2017 | 0.059 | — |
| 2016 | 0.053 | — |
| 2015 | 0.024 | — |
| 2014 | 0.073 | — |
| 2013 | 0.128 | — |
| 2012 | 0.270 | — |
| 2011 | -0.031 | — |
| 2010 | 0.139 | — |
| 2009 | 0.615 | — |
| 2008 | -0.302 | — |
| 2007 | -0.037 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.015 | — | — | — |
| 2025 | 0.012 | 0.013 | 0.015 | 0.021 |
| 2024 | 0.016 | 0.012 | 0.026 | -0.003 |
| 2023 | 0.014 | 0.018 | 0.003 | 0.056 |
| 2022 | -0.040 | -0.079 | -0.035 | 0.057 |
| 2021 | 0.020 | 0.019 | 0.005 | 0.007 |
| 2020 | -0.136 | 0.104 | 0.018 | 0.051 |
| 2019 | 0.056 | 0.022 | 0.021 | 0.019 |
| 2018 | -0.016 | -0.006 | 0.003 | -0.047 |
| 2017 | 0.027 | 0.018 | 0.009 | 0.004 |
| 2016 | -0.016 | 0.014 | 0.034 | 0.020 |
| 2015 | 0.068 | -0.024 | -0.038 | 0.021 |
| 2014 | 0.036 | 0.029 | -0.002 | 0.008 |
| 2013 | 0.021 | 0.006 | 0.053 | 0.043 |
| 2012 | 0.124 | -0.016 | 0.085 | 0.059 |
| 2011 | 0.036 | 0.012 | -0.118 | 0.049 |
| 2010 | 0.088 | -0.025 | 0.064 | 0.009 |
| 2009 | -0.060 | 0.326 | 0.222 | 0.060 |
| 2008 | -0.062 | 0.027 | -0.119 | -0.178 |
| 2007 | 0 | 0.014 | -0.020 | -0.032 |
| 2006 | -0.021 | 0.040 | 0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.041 |
| 5 years | 0.012 |
| 10 years | 0.028 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.