Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.110 | 0 | 81 |
| 1 month | 0.078 | 0 | 86 |
| 3 months | 0.085 | 0 | 85 |
| 1 year | 0.172 | 0 | 77 |
| 3 years | 0.107 | 0 | 77 |
| 5 years | 0.054 | 0 | 51 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.062 | — |
| 2024 | 0.080 | — |
| 2023 | 0.092 | — |
| 2022 | -0.149 | — |
| 2021 | 0.090 | — |
| 2020 | 0.157 | — |
| 2019 | 0.248 | — |
| 2018 | -0.130 | — |
| 2017 | 0.134 | — |
| 2016 | 0.065 | — |
| 2015 | 0.210 | — |
| 2014 | 0.060 | — |
| 2013 | 0.298 | — |
| 2012 | 0.109 | — |
| 2011 | -0.122 | — |
| 2010 | 0.314 | — |
| 2009 | 0.042 | — |
| 2008 | -0.296 | — |
| 2007 | -0.139 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | 0.051 | 0.040 | 0.007 |
| 2024 | 0.080 | -0.029 | 0.033 | -0.004 |
| 2023 | 0.050 | 0.008 | -0.022 | 0.055 |
| 2022 | -0.115 | -0.098 | 0.028 | 0.037 |
| 2021 | 0.022 | -0.008 | 0.089 | -0.013 |
| 2020 | -0.161 | 0.184 | 0.063 | 0.095 |
| 2019 | 0.107 | 0.009 | 0.061 | 0.052 |
| 2018 | -0.022 | 0.026 | 0.038 | -0.164 |
| 2017 | 0.037 | -0.002 | 0.019 | 0.075 |
| 2016 | -0.105 | 0.034 | 0.087 | 0.059 |
| 2015 | 0.237 | 0.007 | -0.155 | 0.150 |
| 2014 | -0.061 | 0.062 | 0.050 | 0.011 |
| 2013 | 0.157 | 0.050 | 0.049 | 0.019 |
| 2012 | 0.106 | -0.018 | -0.022 | 0.043 |
| 2011 | -0.081 | -0.005 | -0.032 | -0.007 |
| 2010 | 0.172 | -0.009 | -0.050 | 0.190 |
| 2009 | -0.137 | 0.171 | 0.047 | -0.015 |
| 2008 | -0.157 | -0.010 | -0.073 | -0.089 |
| 2007 | -0.022 | 0.003 | -0.055 | -0.071 |
| 2006 | -0.010 | 0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.087 |
| 5 years | 0.042 |
| 10 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.