Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 30 |
| 1 month | 0.016 | 0 | 37 |
| 3 months | 0.039 | 0 | 32 |
| 1 year | 0.099 | 0 | 19 |
| 3 years | 0.084 | 0 | 38 |
| 5 years | 0.036 | 0 | 58 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.086 | — |
| 2024 | 0.070 | — |
| 2023 | 0.108 | — |
| 2022 | -0.176 | — |
| 2021 | 0.088 | — |
| 2020 | -0.044 | — |
| 2019 | 0.140 | — |
| 2018 | -0.103 | — |
| 2017 | 0.072 | — |
| 2016 | 0.023 | — |
| 2015 | 0.051 | — |
| 2014 | 0.046 | — |
| 2013 | 0.100 | — |
| 2012 | 0.143 | — |
| 2011 | -0.090 | — |
| 2010 | 0.043 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.046 | 0.031 | 0.019 |
| 2024 | 0.038 | -0.004 | 0.044 | -0.008 |
| 2023 | 0.046 | 0.012 | -0.029 | 0.079 |
| 2022 | -0.076 | -0.093 | -0.059 | 0.046 |
| 2021 | 0.028 | 0.030 | -0.002 | 0.030 |
| 2020 | -0.183 | 0.086 | 0.009 | 0.068 |
| 2019 | 0.068 | 0.016 | 0.019 | 0.031 |
| 2018 | -0.021 | 0.003 | 0.011 | -0.096 |
| 2017 | 0.026 | 0.013 | 0.018 | 0.013 |
| 2016 | -0.028 | -0.009 | 0.038 | 0.023 |
| 2015 | 0.088 | -0.031 | -0.041 | 0.039 |
| 2014 | 0.033 | 0.016 | -0.009 | 0.007 |
| 2013 | 0.014 | 0.003 | 0.048 | 0.031 |
| 2012 | 0.067 | -0.035 | 0.068 | 0.040 |
| 2011 | 0.005 | 0 | -0.113 | 0.020 |
| 2010 | 0.025 | -0.036 | 0.046 | 0.010 |
| 2009 | 0.108 | 0.013 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.075 |
| 5 years | 0.031 |
| 10 years | 0.028 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.