Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | — |
| 1 month | 0.011 | 0 | — |
| 3 months | 0.033 | 0 | — |
| 1 year | 0.090 | 0 | — |
| 3 years | 0.106 | 0 | — |
| 5 years | 0.067 | 0 | — |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.079 | — |
| 2024 | 0.123 | — |
| 2023 | 0.126 | — |
| 2022 | -0.102 | — |
| 2021 | 0.116 | — |
| 2020 | 0.044 | — |
| 2019 | 0.134 | — |
| 2018 | -0.080 | — |
| 2017 | 0.039 | — |
| 2016 | 0.026 | — |
| 2015 | 0.025 | — |
| 2014 | 0.066 | — |
| 2013 | 0.082 | — |
| 2012 | 0.106 | — |
| 2011 | -0.022 | — |
| 2010 | 0.007 | — |
| 2009 | 0.028 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | 0.030 | 0.037 | 0.023 |
| 2024 | 0.056 | 0.020 | 0.023 | 0.021 |
| 2023 | 0.044 | 0.028 | -0.012 | 0.062 |
| 2022 | -0.034 | -0.074 | -0.019 | 0.023 |
| 2021 | 0.038 | 0.029 | 0.007 | 0.038 |
| 2020 | -0.094 | 0.078 | 0.016 | 0.051 |
| 2019 | 0.073 | 0.021 | 0.010 | 0.025 |
| 2018 | -0.020 | 0.006 | 0.017 | -0.083 |
| 2017 | 0.018 | -0.003 | 0.014 | 0.009 |
| 2016 | -0.020 | -0.005 | 0.018 | 0.034 |
| 2015 | 0.047 | -0.015 | -0.025 | 0.019 |
| 2014 | 0.025 | 0.016 | 0.015 | 0.008 |
| 2013 | 0.020 | -0.008 | 0.024 | 0.044 |
| 2012 | 0.046 | -0.030 | 0.041 | 0.048 |
| 2011 | 0.009 | -0.009 | -0.032 | 0.010 |
| 2010 | 0.010 | -0.030 | 0.023 | 0.005 |
| 2009 | 0.006 | 0.002 | 0.013 | 0.007 |
| 2008 | -0.003 | 0.007 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.106 |
| 5 years | 0.067 |
| 10 years | 0.054 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.