Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.137 | 0 | 65 |
| 1 month | -0.116 | 0 | 79 |
| 3 months | -0.137 | 0 | 65 |
| 1 year | -0.076 | 0 | 88 |
| 3 years | 0.111 | 0 | 77 |
| 5 years | 0.092 | 0 | 85 |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.013 | — |
| 2024 | 0.173 | — |
| 2023 | 0.269 | — |
| 2022 | 0.048 | — |
| 2021 | 0.221 | — |
| 2020 | 0.062 | — |
| 2019 | 0.026 | — |
| 2018 | -0.103 | — |
| 2017 | 0.337 | — |
| 2016 | 0.002 | — |
| 2015 | -0.013 | — |
| 2014 | 0.386 | — |
| 2013 | 0.024 | — |
| 2012 | 0.307 | — |
| 2011 | -0.205 | — |
| 2010 | 0.230 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.137 | — | — | — |
| 2025 | -0.078 | 0.087 | -0.035 | 0.021 |
| 2024 | 0.046 | 0.124 | 0.064 | -0.061 |
| 2023 | -0.076 | 0.118 | 0.107 | 0.110 |
| 2022 | 0.038 | -0.133 | 0.151 | 0.012 |
| 2021 | 0.046 | 0.092 | 0.089 | -0.019 |
| 2020 | -0.290 | 0.166 | 0.086 | 0.181 |
| 2019 | 0.044 | 0.001 | -0.051 | 0.034 |
| 2018 | -0.075 | -0.010 | -0.014 | -0.008 |
| 2017 | 0.142 | 0.049 | 0.032 | 0.081 |
| 2016 | -0.063 | 0.077 | 0.061 | -0.065 |
| 2015 | 0.058 | -0.007 | -0.059 | -0.001 |
| 2014 | 0.039 | 0.186 | 0.053 | 0.068 |
| 2013 | -0.098 | -0.002 | -0.007 | 0.145 |
| 2012 | 0.100 | 0.011 | 0.093 | 0.075 |
| 2011 | -0.063 | 0.023 | -0.102 | -0.076 |
| 2010 | 0.001 | 0.066 | 0.154 | -0.002 |
| 2009 | 0.725 | 0.117 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.085 |
| 3 years | 0.111 |
| 5 years | 0.092 |
| 10 years | 0.085 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.