Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 13 |
| 1 month | 0.044 | 0 | 18 |
| 3 months | -0.079 | 0 | 19 |
| 1 year | -0.085 | 0 | 39 |
| 3 years | 0.064 | 0 | 30 |
| 5 years | 0.084 | 0 | 45 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.185 | — |
| 2024 | 0.262 | — |
| 2023 | 0.179 | — |
| 2022 | -0.010 | — |
| 2021 | 0.495 | — |
| 2020 | -0.033 | — |
| 2019 | 0.074 | — |
| 2018 | -0.073 | — |
| 2017 | 0.257 | — |
| 2016 | 0.139 | — |
| 2015 | 0.026 | — |
| 2014 | 0.553 | — |
| 2013 | 0.009 | — |
| 2012 | 0.098 | — |
| 2011 | -0.360 | — |
| 2010 | 0.152 | — |
| 2009 | 0.823 | — |
| 2008 | -0.565 | — |
| 2007 | 0.482 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.133 | 0.019 | -0.087 | 0.011 |
| 2024 | 0.103 | 0.115 | -0.007 | 0.033 |
| 2023 | -0.038 | 0.155 | 0.029 | 0.031 |
| 2022 | -0.035 | -0.043 | 0.153 | -0.070 |
| 2021 | 0.190 | 0.054 | 0.172 | 0.017 |
| 2020 | -0.308 | 0.148 | 0.054 | 0.156 |
| 2019 | 0.097 | 0.007 | -0.035 | 0.008 |
| 2018 | -0.087 | 0.037 | -0.034 | 0.013 |
| 2017 | 0.156 | -0.020 | -0.018 | 0.130 |
| 2016 | -0.075 | 0.122 | 0.096 | 0.001 |
| 2015 | 0.140 | -0.084 | -0.035 | 0.019 |
| 2014 | 0.093 | 0.184 | 0.092 | 0.099 |
| 2013 | -0.043 | -0.075 | -0.028 | 0.173 |
| 2012 | 0.125 | -0.067 | 0.064 | -0.016 |
| 2011 | -0.110 | -0.047 | -0.138 | -0.126 |
| 2010 | 0.064 | 0.037 | 0.023 | 0.021 |
| 2009 | 0.019 | 0.521 | 0.071 | 0.099 |
| 2008 | -0.295 | -0.223 | -0.032 | -0.180 |
| 2007 | -0.039 | 0.175 | 0.114 | 0.179 |
| 2006 | 0.156 | 0.093 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.085 |
| 3 years | 0.064 |
| 5 years | 0.084 |
| 10 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.