Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.138 | 0 | 58 |
| 1 month | -0.115 | 0 | 61 |
| 3 months | -0.138 | 0 | 58 |
| 1 year | -0.030 | 0 | 47 |
| 3 years | 0.117 | 0 | 65 |
| 5 years | 0.110 | 0 | 58 |
| 10 years | 0.135 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.093 | — |
| 2024 | 0.101 | — |
| 2023 | 0.271 | — |
| 2022 | 0.077 | — |
| 2021 | 0.366 | — |
| 2020 | 0.161 | — |
| 2019 | 0.070 | — |
| 2018 | -0.127 | — |
| 2017 | 0.427 | — |
| 2016 | 0.029 | — |
| 2015 | 0.083 | — |
| 2014 | 0.815 | — |
| 2013 | 0.029 | — |
| 2012 | 0.417 | — |
| 2011 | -0.286 | — |
| 2010 | 0.260 | — |
| 2009 | 0.793 | — |
| 2008 | -0.546 | — |
| 2007 | 0.634 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.138 | — | — | — |
| 2025 | -0.029 | 0.115 | -0.033 | 0.045 |
| 2024 | -0.014 | 0.153 | 0.058 | -0.085 |
| 2023 | -0.054 | 0.114 | 0.099 | 0.097 |
| 2022 | 0.026 | -0.074 | 0.102 | 0.029 |
| 2021 | 0.150 | 0.084 | 0.117 | -0.020 |
| 2020 | -0.326 | 0.248 | 0.097 | 0.259 |
| 2019 | 0.065 | 0.014 | -0.069 | 0.065 |
| 2018 | -0.105 | -0.011 | -0.039 | 0.025 |
| 2017 | 0.155 | 0.058 | 0.008 | 0.158 |
| 2016 | -0.127 | 0.172 | 0.082 | -0.071 |
| 2015 | 0.035 | -0.031 | 0.019 | 0.060 |
| 2014 | 0.063 | 0.377 | 0.115 | 0.112 |
| 2013 | -0.141 | 0.000 | -0.024 | 0.229 |
| 2012 | 0.166 | 0.029 | 0.116 | 0.058 |
| 2011 | -0.121 | 0.005 | -0.059 | -0.141 |
| 2010 | 0.024 | 0.098 | 0.141 | -0.017 |
| 2009 | -0.058 | 0.504 | 0.178 | 0.074 |
| 2008 | -0.314 | -0.097 | -0.071 | -0.212 |
| 2007 | -0.027 | 0.134 | 0.173 | 0.262 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.039 |
| 3 years | 0.117 |
| 5 years | 0.110 |
| 10 years | 0.135 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.