Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 33 |
| 1 month | 0.031 | 0 | 21 |
| 3 months | 0.054 | 0 | 23 |
| 1 year | 0.127 | 0 | 41 |
| 3 years | 0.084 | 0 | 59 |
| 5 years | 0.039 | 0 | 78 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.118 | — |
| 2024 | 0.040 | — |
| 2023 | 0.079 | — |
| 2022 | -0.135 | — |
| 2021 | 0.057 | — |
| 2020 | -0.012 | — |
| 2019 | 0.129 | — |
| 2018 | -0.060 | — |
| 2017 | 0.075 | — |
| 2016 | 0.130 | — |
| 2015 | -0.002 | — |
| 2014 | 0.043 | — |
| 2013 | 0.099 | — |
| 2012 | 0.108 | — |
| 2011 | -0.004 | — |
| 2010 | 0.101 | — |
| 2009 | 0.200 | — |
| 2008 | -0.171 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.032 | 0.022 | 0.038 |
| 2024 | 0.014 | 0.014 | 0.019 | -0.008 |
| 2023 | 0.024 | -0.026 | 0.020 | 0.060 |
| 2022 | -0.038 | -0.075 | -0.087 | 0.066 |
| 2021 | 0.008 | 0.032 | 0.005 | 0.012 |
| 2020 | -0.152 | 0.094 | -0.015 | 0.080 |
| 2019 | 0.061 | 0.027 | 0.019 | 0.017 |
| 2018 | -0.038 | 0.047 | -0.010 | -0.058 |
| 2017 | 0.028 | 0.012 | 0.007 | 0.027 |
| 2016 | 0.008 | 0.029 | 0.080 | 0.007 |
| 2015 | 0.039 | -0.027 | -0.037 | 0.026 |
| 2014 | 0.005 | 0.019 | 0.003 | 0.016 |
| 2013 | 0.061 | -0.024 | 0.033 | 0.028 |
| 2012 | 0.036 | -0.006 | 0.050 | 0.026 |
| 2011 | 0.008 | 0.010 | -0.077 | 0.060 |
| 2010 | 0.042 | -0.050 | 0.084 | 0.027 |
| 2009 | -0.082 | 0.110 | 0.151 | 0.022 |
| 2008 | -0.066 | -0.015 | -0.073 | -0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.077 |
| 5 years | 0.039 |
| 10 years | 0.045 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.