Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 75 |
| 1 month | -0.137 | 0 | 98 |
| 3 months | -0.100 | 0 | 75 |
| 1 year | 0.116 | 0 | 56 |
| 3 years | 0.075 | 0 | 35 |
| 5 years | 0.020 | 0 | 28 |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.296 | — |
| 2024 | 0.047 | — |
| 2023 | 0.127 | — |
| 2022 | -0.236 | — |
| 2021 | 0.149 | — |
| 2020 | 0.236 | — |
| 2019 | 0.138 | — |
| 2018 | -0.209 | — |
| 2017 | 0.312 | — |
| 2016 | -0.097 | — |
| 2015 | 0.130 | — |
| 2014 | -0.109 | — |
| 2013 | 0.421 | — |
| 2012 | 0.263 | — |
| 2011 | -0.175 | — |
| 2010 | 0.180 | — |
| 2009 | 0.589 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.100 | — | — | — |
| 2025 | 0.046 | 0.238 | -0.016 | 0.017 |
| 2024 | 0.038 | 0.034 | 0.084 | -0.100 |
| 2023 | 0.107 | -0.012 | -0.094 | 0.137 |
| 2022 | -0.092 | -0.200 | -0.162 | 0.255 |
| 2021 | 0.096 | 0.044 | -0.014 | 0.017 |
| 2020 | -0.321 | 0.245 | 0.127 | 0.297 |
| 2019 | 0.069 | 0.008 | -0.046 | 0.106 |
| 2018 | -0.009 | -0.024 | -0.003 | -0.180 |
| 2017 | 0.065 | 0.097 | 0.096 | 0.025 |
| 2016 | -0.063 | -0.089 | 0.061 | -0.003 |
| 2015 | 0.038 | 0.081 | -0.035 | 0.045 |
| 2014 | 0.078 | -0.007 | -0.137 | -0.036 |
| 2013 | 0.055 | 0.018 | 0.164 | 0.137 |
| 2012 | 0.206 | -0.129 | 0.123 | 0.070 |
| 2011 | 0.072 | -0.003 | -0.242 | 0.018 |
| 2010 | -0.012 | -0.137 | 0.192 | 0.161 |
| 2009 | -0.126 | 0.424 | 0.205 | 0.060 |
| 2008 | -0.346 | -0.375 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.057 |
| 5 years | 0.009 |
| 10 years | 0.049 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.