Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 39 |
| 1 month | 0.009 | 0 | 44 |
| 3 months | -0.060 | 0 | 59 |
| 1 year | -0.084 | 0 | 65 |
| 3 years | 0.025 | 0 | 71 |
| 5 years | 0.026 | 0 | 40 |
| 10 years | 0.116 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.029 | — |
| 2024 | 0.125 | — |
| 2023 | 0.077 | — |
| 2022 | -0.351 | — |
| 2021 | 0.598 | — |
| 2020 | 0.394 | — |
| 2019 | 0.342 | — |
| 2018 | -0.048 | — |
| 2017 | 0.100 | — |
| 2016 | 0.229 | — |
| 2015 | 0.363 | — |
| 2014 | 0.225 | — |
| 2013 | 0.352 | — |
| 2012 | 0.123 | — |
| 2011 | -0.226 | — |
| 2010 | 0.364 | — |
| 2009 | 0.725 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | 0.075 | -0.045 | -0.002 |
| 2024 | 0.088 | 0.029 | 0.039 | -0.033 |
| 2023 | 0.050 | -0.034 | -0.123 | 0.211 |
| 2022 | -0.198 | -0.211 | -0.078 | 0.113 |
| 2021 | 0.071 | 0.108 | 0.121 | 0.202 |
| 2020 | -0.264 | 0.316 | 0.302 | 0.106 |
| 2019 | 0.099 | 0.097 | 0.015 | 0.098 |
| 2018 | -0.033 | 0.092 | 0.014 | -0.110 |
| 2017 | 0.045 | 0.072 | 0.002 | -0.020 |
| 2016 | -0.014 | 0.035 | 0.172 | 0.028 |
| 2015 | 0.171 | -0.032 | 0.005 | 0.196 |
| 2014 | 0.090 | 0.093 | -0.041 | 0.073 |
| 2013 | 0.157 | -0.013 | 0.085 | 0.090 |
| 2012 | 0.193 | -0.084 | 0.017 | 0.011 |
| 2011 | 0.034 | -0.042 | -0.237 | 0.025 |
| 2010 | 0.155 | -0.049 | 0.095 | 0.135 |
| 2009 | -0.022 | 0.351 | 0.195 | 0.094 |
| 2008 | -0.080 | -0.178 | -0.292 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.121 |
| 3 years | 0.012 |
| 5 years | 0.019 |
| 10 years | 0.113 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.