Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 67 |
| 1 month | -0.074 | 0 | 53 |
| 3 months | -0.031 | 0 | 67 |
| 1 year | 0.062 | 0 | 15 |
| 3 years | 0.062 | 0 | 51 |
| 5 years | 0.048 | 0 | 34 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.192 | — |
| 2024 | 0.050 | — |
| 2023 | 0.050 | — |
| 2022 | -0.149 | — |
| 2021 | 0.245 | — |
| 2020 | 0.028 | — |
| 2019 | 0.301 | — |
| 2018 | -0.096 | — |
| 2017 | 0.201 | — |
| 2016 | -0.004 | — |
| 2015 | 0.035 | — |
| 2014 | 0.109 | — |
| 2013 | 0.282 | — |
| 2012 | 0.188 | — |
| 2011 | -0.088 | — |
| 2010 | 0.041 | — |
| 2009 | 0.203 | — |
| 2008 | -0.298 | — |
| 2007 | -0.011 | — |
| 2006 | 0.191 | — |
| 2005 | 0.360 | — |
| 2004 | 0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.031 | — | — | — |
| 2025 | 0.088 | -0.016 | 0.022 | 0.090 |
| 2024 | 0.046 | 0.034 | 0.012 | -0.041 |
| 2023 | 0.063 | 0.017 | -0.038 | 0.010 |
| 2022 | -0.049 | -0.106 | -0.044 | 0.047 |
| 2021 | 0.068 | 0.094 | -0.019 | 0.087 |
| 2020 | -0.128 | 0.098 | 0.021 | 0.052 |
| 2019 | 0.139 | 0.063 | 0.023 | 0.050 |
| 2018 | -0.057 | 0.007 | 0.045 | -0.088 |
| 2017 | 0.082 | 0.050 | 0.028 | 0.028 |
| 2016 | -0.083 | 0.044 | 0.034 | 0.007 |
| 2015 | 0.034 | -0.018 | -0.027 | 0.047 |
| 2014 | 0.043 | 0.023 | 0.032 | 0.006 |
| 2013 | 0.156 | 0.008 | 0.055 | 0.043 |
| 2012 | 0.081 | -0.019 | 0.063 | 0.053 |
| 2011 | 0.009 | -0.025 | -0.132 | 0.068 |
| 2010 | 0.069 | -0.091 | 0.033 | 0.038 |
| 2009 | -0.106 | 0.108 | 0.193 | 0.018 |
| 2008 | -0.115 | -0.016 | -0.033 | -0.165 |
| 2007 | 0.037 | 0.039 | -0.034 | -0.049 |
| 2006 | 0.062 | -0.040 | 0.115 | 0.047 |
| 2005 | 0.052 | 0.067 | 0.111 | 0.092 |
| 2004 | 0.029 | 0.007 | -0.026 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.042 |
| 5 years | 0.037 |
| 10 years | 0.074 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.