Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.104 | 0 | — |
| 1 month | 0.030 | 0 | — |
| 3 months | 0.073 | 0 | — |
| 1 year | 0.335 | 0 | — |
| 3 years | 0.115 | 0 | — |
| 5 years | 0.100 | 0 | — |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.319 | — |
| 2024 | -0.219 | — |
| 2023 | 0.246 | — |
| 2022 | 0.138 | — |
| 2021 | -0.087 | — |
| 2020 | -0.168 | — |
| 2019 | 0.096 | — |
| 2018 | -0.071 | — |
| 2017 | 0.154 | — |
| 2016 | 0.489 | — |
| 2015 | -0.354 | — |
| 2014 | -0.048 | — |
| 2013 | -0.121 | — |
| 2012 | 0.060 | — |
| 2011 | -0.001 | — |
| 2010 | 0.150 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.133 | 0.109 | 0.054 | -0.004 |
| 2024 | -0.018 | -0.105 | 0.043 | -0.148 |
| 2023 | 0.075 | 0.085 | -0.013 | 0.081 |
| 2022 | 0.188 | -0.102 | 0.019 | 0.046 |
| 2021 | -0.104 | 0.127 | -0.082 | -0.014 |
| 2020 | -0.233 | -0.014 | -0.017 | 0.121 |
| 2019 | 0.017 | 0.076 | -0.047 | 0.052 |
| 2018 | 0.029 | -0.168 | -0.029 | 0.117 |
| 2017 | 0.130 | -0.032 | 0.094 | -0.035 |
| 2016 | 0.188 | 0.201 | 0.044 | 0.000 |
| 2015 | -0.150 | 0.050 | -0.262 | -0.018 |
| 2014 | 0.065 | 0.061 | -0.079 | -0.085 |
| 2013 | 0.013 | -0.100 | 0.008 | -0.044 |
| 2012 | 0.063 | -0.046 | 0.027 | 0.018 |
| 2011 | 0.032 | 0.054 | -0.107 | 0.029 |
| 2010 | 0.006 | 0.007 | 0.100 | 0.032 |
| 2009 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.281 |
| 3 years | 0.100 |
| 5 years | 0.091 |
| 10 years | 0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.