Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 92 |
| 1 month | 0.016 | 0 | 76 |
| 3 months | -0.013 | 0 | 100 |
| 1 year | 0.063 | 0 | 72 |
| 3 years | 0.219 | 0 | 42 |
| 5 years | 0.202 | 0 | 16 |
| 10 years | 0.177 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.069 | — |
| 2024 | 0.286 | — |
| 2023 | 0.445 | — |
| 2022 | 0.122 | — |
| 2021 | 0.399 | — |
| 2020 | 0.203 | — |
| 2019 | -0.009 | — |
| 2018 | -0.112 | — |
| 2017 | 0.417 | — |
| 2016 | 0.113 | — |
| 2015 | 0.058 | — |
| 2014 | 0.766 | — |
| 2013 | 0.096 | — |
| 2012 | 0.396 | — |
| 2011 | -0.183 | — |
| 2010 | 0.321 | — |
| 2009 | 0.944 | — |
| 2008 | -0.515 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.114 | — | — | — |
| 2025 | -0.089 | 0.133 | -0.023 | 0.060 |
| 2024 | 0.059 | 0.145 | 0.084 | -0.021 |
| 2023 | -0.027 | 0.193 | 0.109 | 0.122 |
| 2022 | -0.007 | -0.080 | 0.172 | 0.047 |
| 2021 | 0.125 | 0.125 | 0.101 | 0.003 |
| 2020 | -0.281 | 0.222 | 0.143 | 0.198 |
| 2019 | 0.040 | -0.035 | -0.049 | 0.038 |
| 2018 | -0.079 | -0.011 | -0.053 | 0.031 |
| 2017 | 0.171 | 0.039 | 0.027 | 0.134 |
| 2016 | -0.051 | 0.110 | 0.129 | -0.063 |
| 2015 | 0.018 | 0.008 | 0.010 | 0.021 |
| 2014 | 0.101 | 0.299 | 0.091 | 0.132 |
| 2013 | -0.075 | -0.003 | -0.031 | 0.227 |
| 2012 | 0.227 | -0.017 | 0.104 | 0.049 |
| 2011 | -0.076 | 0.069 | -0.063 | -0.117 |
| 2010 | 0.058 | 0.092 | 0.137 | 0.006 |
| 2009 | -0.076 | 0.517 | 0.245 | 0.114 |
| 2008 | -0.277 | -0.121 | -0.006 | -0.233 |
| 2007 | 0.083 | 0.211 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.219 |
| 5 years | 0.202 |
| 10 years | 0.177 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.