Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.126 | 0 | 50 |
| 1 month | -0.104 | 0 | 29 |
| 3 months | -0.126 | 0 | 50 |
| 1 year | -0.036 | 0 | 80 |
| 3 years | 0.125 | 0 | 41 |
| 5 years | 0.100 | 0 | 67 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.038 | — |
| 2024 | 0.136 | — |
| 2023 | 0.347 | — |
| 2022 | -0.051 | — |
| 2021 | 0.310 | — |
| 2020 | 0.250 | — |
| 2019 | 0.064 | — |
| 2018 | -0.049 | — |
| 2017 | 0.335 | — |
| 2016 | 0.004 | — |
| 2015 | 0.058 | — |
| 2014 | 0.398 | — |
| 2013 | 0.096 | — |
| 2012 | 0.207 | — |
| 2011 | -0.251 | — |
| 2010 | 0.103 | — |
| 2009 | 0.657 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.126 | — | — | — |
| 2025 | -0.060 | 0.087 | -0.021 | 0.037 |
| 2024 | 0.078 | 0.103 | 0.069 | -0.107 |
| 2023 | -0.025 | 0.115 | 0.086 | 0.141 |
| 2022 | -0.026 | -0.098 | 0.066 | 0.013 |
| 2021 | 0.070 | 0.107 | 0.102 | 0.003 |
| 2020 | -0.203 | 0.223 | 0.100 | 0.166 |
| 2019 | 0.047 | -0.012 | 0.004 | 0.025 |
| 2018 | -0.061 | 0.006 | 0.021 | -0.014 |
| 2017 | 0.112 | 0.021 | 0.051 | 0.120 |
| 2016 | -0.047 | 0.040 | 0.064 | -0.048 |
| 2015 | 0.077 | -0.001 | 0.001 | -0.017 |
| 2014 | 0.048 | 0.159 | 0.103 | 0.043 |
| 2013 | -0.038 | 0.031 | 0.034 | 0.069 |
| 2012 | 0.133 | -0.017 | 0.067 | 0.016 |
| 2011 | -0.070 | -0.025 | -0.108 | -0.074 |
| 2010 | -0.007 | 0.000 | 0.087 | 0.022 |
| 2009 | 0.037 | 0.340 | 0.156 | 0.032 |
| 2008 | -0.117 | -0.045 | -0.197 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.125 |
| 5 years | 0.100 |
| 10 years | 0.119 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.