Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 26 |
| 1 month | 0.028 | 0 | 6 |
| 3 months | 0.035 | 0 | 39 |
| 1 year | 0.058 | 0 | 59 |
| 3 years | 0.072 | 0 | 63 |
| 5 years | 0.040 | 0 | 50 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.050 | — |
| 2024 | 0.047 | — |
| 2023 | 0.089 | — |
| 2022 | -0.127 | — |
| 2021 | 0.125 | — |
| 2020 | 0.023 | — |
| 2019 | 0.124 | — |
| 2018 | -0.052 | — |
| 2017 | 0.041 | — |
| 2016 | 0.047 | — |
| 2015 | 0.017 | — |
| 2014 | 0.098 | — |
| 2013 | 0.145 | — |
| 2012 | 0.093 | — |
| 2011 | 0.021 | — |
| 2010 | 0.044 | — |
| 2009 | 0.167 | — |
| 2008 | -0.185 | — |
| 2007 | -0.009 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.013 | 0.016 | 0.016 |
| 2024 | 0.034 | -0.022 | 0.057 | -0.021 |
| 2023 | 0.019 | 0.030 | -0.007 | 0.045 |
| 2022 | -0.025 | -0.111 | -0.047 | 0.057 |
| 2021 | 0.046 | 0.034 | 0.005 | 0.034 |
| 2020 | -0.114 | 0.068 | 0.026 | 0.054 |
| 2019 | 0.056 | 0.015 | 0.024 | 0.024 |
| 2018 | -0.026 | 0.010 | 0.032 | -0.067 |
| 2017 | 0.027 | 0.000 | -0.003 | 0.017 |
| 2016 | 0.029 | 0.014 | 0.009 | -0.006 |
| 2015 | 0.031 | -0.021 | -0.024 | 0.032 |
| 2014 | 0.024 | 0.029 | 0.016 | 0.025 |
| 2013 | 0.064 | 0.016 | 0.019 | 0.040 |
| 2012 | 0.049 | -0.012 | 0.047 | 0.008 |
| 2011 | 0.016 | 0.016 | -0.046 | 0.036 |
| 2010 | 0.023 | -0.035 | 0.052 | 0.006 |
| 2009 | -0.071 | 0.098 | 0.092 | 0.047 |
| 2008 | -0.063 | -0.011 | -0.021 | -0.102 |
| 2007 | 0.013 | 0.010 | -0.007 | -0.025 |
| 2006 | -0.017 | 0.041 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.072 |
| 5 years | 0.040 |
| 10 years | 0.038 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.