Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | -0.046 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.173 | 0 | — |
| 3 years | 0.017 | 0 | — |
| 5 years | -0.077 | 0 | — |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.263 | — |
| 2024 | 0.034 | — |
| 2023 | -0.191 | — |
| 2022 | -0.215 | — |
| 2021 | -0.151 | — |
| 2020 | 0.413 | — |
| 2019 | 0.181 | — |
| 2018 | -0.159 | — |
| 2017 | 0.437 | — |
| 2016 | 0.032 | — |
| 2015 | -0.019 | — |
| 2014 | 0.075 | — |
| 2013 | 0.073 | — |
| 2012 | 0.205 | — |
| 2011 | -0.245 | — |
| 2010 | 0.073 | — |
| 2009 | 0.547 | — |
| 2008 | -0.515 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.091 | 0.017 | 0.217 | -0.065 |
| 2024 | -0.058 | -0.003 | 0.231 | -0.106 |
| 2023 | 0.042 | -0.122 | -0.054 | -0.066 |
| 2022 | -0.132 | 0.025 | -0.211 | 0.117 |
| 2021 | -0.005 | 0.059 | -0.163 | -0.037 |
| 2020 | -0.130 | 0.237 | 0.126 | 0.166 |
| 2019 | 0.139 | -0.045 | -0.038 | 0.128 |
| 2018 | 0.016 | -0.020 | -0.048 | -0.112 |
| 2017 | 0.128 | 0.096 | 0.099 | 0.058 |
| 2016 | -0.038 | 0.001 | 0.163 | -0.079 |
| 2015 | 0.055 | 0.094 | -0.215 | 0.082 |
| 2014 | -0.046 | 0.030 | 0.029 | 0.064 |
| 2013 | -0.039 | -0.047 | 0.109 | 0.057 |
| 2012 | 0.102 | -0.048 | 0.040 | 0.106 |
| 2011 | 0.010 | -0.039 | -0.244 | 0.027 |
| 2010 | -0.016 | -0.054 | 0.100 | 0.047 |
| 2009 | 0.013 | 0.289 | 0.064 | 0.114 |
| 2008 | -0.242 | -0.017 | -0.274 | -0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | -0.001 |
| 5 years | -0.086 |
| 10 years | 0.049 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.