Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 48 |
| 1 month | 0.007 | 0 | 30 |
| 3 months | -0.011 | 0 | 38 |
| 1 year | 0.130 | 0 | 32 |
| 3 years | 0.129 | 0 | 50 |
| 5 years | 0.106 | 0 | 47 |
| 10 years | 0.115 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.069 | — |
| 2024 | 0.130 | — |
| 2023 | 0.187 | — |
| 2022 | 0.022 | — |
| 2021 | 0.187 | — |
| 2020 | 0.224 | — |
| 2019 | 0.072 | — |
| 2018 | 0.012 | — |
| 2017 | 0.238 | — |
| 2016 | -0.015 | — |
| 2015 | 0.037 | — |
| 2014 | 0.290 | — |
| 2013 | 0.094 | — |
| 2012 | 0.138 | — |
| 2011 | -0.022 | — |
| 2010 | 0.133 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.062 | -0.014 | 0.041 |
| 2024 | 0.044 | 0.072 | 0.060 | -0.047 |
| 2023 | -0.013 | 0.080 | 0.029 | 0.083 |
| 2022 | -0.009 | -0.055 | 0.064 | 0.026 |
| 2021 | 0.042 | 0.060 | 0.072 | 0.003 |
| 2020 | -0.101 | 0.107 | 0.075 | 0.145 |
| 2019 | 0.029 | 0.009 | 0.004 | 0.029 |
| 2018 | -0.020 | 0.029 | 0.000 | 0.003 |
| 2017 | 0.109 | 0.041 | 0.019 | 0.052 |
| 2016 | -0.012 | 0.016 | 0.035 | -0.053 |
| 2015 | 0.058 | 0.014 | -0.023 | -0.010 |
| 2014 | 0.007 | 0.124 | 0.085 | 0.050 |
| 2013 | 0.003 | 0.034 | -0.002 | 0.057 |
| 2012 | 0.048 | 0.023 | 0.045 | 0.017 |
| 2011 | -0.024 | 0.027 | -0.024 | 0.001 |
| 2010 | 0.036 | 0.032 | 0.057 | 0.003 |
| 2009 | 0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.129 |
| 5 years | 0.106 |
| 10 years | 0.115 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.