Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 30 |
| 1 month | -0.118 | 0 | 25 |
| 3 months | 0.054 | 0 | 30 |
| 1 year | 0.474 | 0 | 63 |
| 3 years | 0.320 | 0 | 25 |
| 5 years | 0.217 | 0 | 14 |
| 10 years | 0.136 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.667 | — |
| 2024 | 0.260 | — |
| 2023 | 0.134 | — |
| 2022 | 0.000 | — |
| 2021 | -0.046 | — |
| 2020 | 0.242 | — |
| 2019 | 0.178 | — |
| 2018 | -0.015 | — |
| 2017 | 0.115 | — |
| 2016 | 0.087 | — |
| 2015 | -0.118 | — |
| 2014 | -0.007 | — |
| 2013 | -0.276 | — |
| 2012 | 0.078 | — |
| 2011 | 0.086 | — |
| 2010 | 0.287 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.054 | — | — | — |
| 2025 | 0.193 | 0.054 | 0.162 | 0.142 |
| 2024 | 0.073 | 0.051 | 0.127 | -0.009 |
| 2023 | 0.091 | -0.034 | -0.024 | 0.103 |
| 2022 | 0.074 | -0.065 | -0.081 | 0.083 |
| 2021 | -0.105 | 0.042 | -0.013 | 0.035 |
| 2020 | 0.062 | 0.098 | 0.066 | -0.001 |
| 2019 | 0.011 | 0.085 | 0.055 | 0.018 |
| 2018 | 0.021 | -0.056 | -0.053 | 0.079 |
| 2017 | 0.072 | -0.003 | 0.034 | 0.009 |
| 2016 | 0.165 | 0.067 | -0.002 | -0.123 |
| 2015 | -0.011 | -0.016 | -0.050 | -0.046 |
| 2014 | 0.070 | 0.017 | -0.076 | -0.013 |
| 2013 | -0.037 | -0.255 | 0.114 | -0.094 |
| 2012 | 0.085 | -0.039 | 0.110 | -0.068 |
| 2011 | 0.021 | 0.047 | 0.075 | -0.056 |
| 2010 | 0.024 | 0.115 | 0.050 | 0.074 |
| 2009 | 0.088 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.390 |
| 3 years | 0.296 |
| 5 years | 0.204 |
| 10 years | 0.130 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.