Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | -0.002 | 0 | — |
| 1 year | 0.078 | 0 | — |
| 3 years | 0.038 | 0 | — |
| 5 years | 0.067 | 0 | — |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.131 | — |
| 2024 | -0.030 | — |
| 2023 | 0.086 | — |
| 2022 | 0.091 | — |
| 2021 | 0.138 | — |
| 2020 | 0.266 | — |
| 2019 | 0.161 | — |
| 2018 | -0.193 | — |
| 2017 | 0.080 | — |
| 2016 | 0.045 | — |
| 2015 | 0.166 | — |
| 2014 | 0.058 | — |
| 2013 | 0.145 | — |
| 2012 | 0.079 | — |
| 2011 | -0.016 | — |
| 2010 | 0.066 | — |
| 2009 | 0.242 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.002 | — | — | — |
| 2025 | 0.047 | 0.080 | 0.005 | -0.004 |
| 2024 | -0.054 | 0.083 | -0.038 | -0.017 |
| 2023 | 0.063 | 0.014 | 0.018 | -0.012 |
| 2022 | 0.054 | 0.015 | -0.003 | 0.023 |
| 2021 | 0.065 | 0.020 | 0.038 | 0.010 |
| 2020 | -0.087 | 0.195 | 0.048 | 0.108 |
| 2019 | 0.037 | -0.021 | 0.051 | 0.088 |
| 2018 | -0.020 | -0.041 | -0.016 | -0.128 |
| 2017 | 0.070 | 0.033 | -0.030 | 0.007 |
| 2016 | 0.008 | -0.015 | 0.024 | 0.028 |
| 2015 | 0.102 | 0.009 | -0.019 | 0.069 |
| 2014 | 0.056 | 0.029 | -0.038 | 0.012 |
| 2013 | 0.046 | 0.023 | 0.041 | 0.029 |
| 2012 | 0.078 | -0.031 | 0.019 | 0.013 |
| 2011 | 0.047 | 0.016 | -0.043 | -0.034 |
| 2010 | 0.026 | -0.014 | 0.039 | 0.014 |
| 2009 | 0.028 | 0.125 | 0.067 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.038 |
| 5 years | 0.067 |
| 10 years | 0.070 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.