Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 28 |
| 1 month | -0.018 | 0 | 61 |
| 3 months | -0.040 | 0 | 31 |
| 1 year | 0.024 | 0 | 53 |
| 3 years | -0.001 | 0 | 59 |
| 5 years | 0.001 | 0 | — |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.021 | — |
| 2024 | 0.043 | — |
| 2023 | 0.002 | — |
| 2022 | -0.064 | — |
| 2021 | 0.159 | — |
| 2020 | -0.034 | — |
| 2019 | 0.186 | — |
| 2018 | -0.017 | — |
| 2017 | -0.012 | — |
| 2016 | -0.021 | — |
| 2015 | 0.099 | — |
| 2014 | 0.204 | — |
| 2013 | 0.157 | — |
| 2012 | 0.064 | — |
| 2011 | 0.062 | — |
| 2010 | 0.086 | — |
| 2009 | 0.090 | — |
| 2008 | -0.192 | — |
| 2007 | -0.077 | — |
| 2006 | -0.026 | — |
| 2005 | 0.212 | — |
| 2004 | -0.043 | — |
| 2003 | -0.036 | — |
| 2002 | -0.325 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.025 | — | — | — |
| 2025 | -0.016 | -0.118 | 0.023 | 0.102 |
| 2024 | 0.092 | 0.009 | -0.003 | -0.050 |
| 2023 | -0.040 | 0.035 | -0.009 | 0.017 |
| 2022 | -0.043 | -0.036 | 0.006 | 0.009 |
| 2021 | 0.038 | 0.059 | 0.007 | 0.048 |
| 2020 | -0.125 | 0.080 | 0.023 | 0.000 |
| 2019 | 0.081 | 0.015 | 0.047 | 0.033 |
| 2018 | -0.058 | 0.053 | 0.062 | -0.067 |
| 2017 | 0.039 | -0.021 | -0.026 | -0.003 |
| 2016 | -0.061 | 0.049 | -0.023 | 0.017 |
| 2015 | 0.147 | -0.042 | -0.066 | 0.071 |
| 2014 | 0.020 | 0.048 | 0.065 | 0.057 |
| 2013 | 0.123 | -0.014 | 0.002 | 0.042 |
| 2012 | 0.018 | 0.049 | 0.028 | -0.032 |
| 2011 | -0.026 | 0.025 | -0.019 | 0.085 |
| 2010 | 0.051 | -0.021 | 0.010 | 0.044 |
| 2009 | -0.057 | 0.028 | 0.058 | 0.063 |
| 2008 | -0.168 | -0.001 | 0.073 | -0.094 |
| 2007 | -0.007 | 0.005 | -0.036 | -0.041 |
| 2006 | 0.002 | -0.058 | 0.063 | -0.029 |
| 2005 | 0.030 | 0.108 | 0.033 | 0.028 |
| 2004 | 0.014 | 0.032 | -0.053 | -0.034 |
| 2003 | -0.054 | 0.053 | -0.044 | 0.012 |
| 2002 | 0.008 | -0.232 | -0.107 | -0.025 |
| 2001 | 0.033 | -0.058 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | -0.011 |
| 5 years | -0.005 |
| 10 years | 0.018 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.