Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 13 |
| 1 month | 0.003 | 0 | 38 |
| 3 months | 0.014 | 0 | 30 |
| 1 year | 0.025 | 0 | 91 |
| 3 years | 0.075 | 0 | 31 |
| 5 years | 0.028 | 0 | 48 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.031 | — |
| 2024 | 0.102 | — |
| 2023 | 0.115 | — |
| 2022 | -0.118 | — |
| 2021 | 0.022 | — |
| 2020 | 0.032 | — |
| 2019 | 0.125 | — |
| 2018 | -0.047 | — |
| 2017 | 0.084 | — |
| 2016 | 0.114 | — |
| 2015 | 0.009 | — |
| 2014 | 0.044 | — |
| 2013 | 0.069 | — |
| 2012 | 0.228 | — |
| 2011 | -0.069 | — |
| 2010 | 0.152 | — |
| 2009 | 0.809 | — |
| 2008 | -0.400 | — |
| 2007 | -0.004 | — |
| 2006 | 0.083 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.017 | 0.015 | -0.004 |
| 2024 | 0.015 | 0.018 | 0.046 | 0.019 |
| 2023 | 0.008 | 0.020 | 0.022 | 0.062 |
| 2022 | -0.040 | -0.123 | -0.010 | 0.058 |
| 2021 | 0.010 | 0.013 | 0.003 | -0.004 |
| 2020 | -0.162 | 0.136 | 0.026 | 0.056 |
| 2019 | 0.060 | 0.028 | 0.013 | 0.019 |
| 2018 | -0.010 | -0.011 | 0.016 | -0.042 |
| 2017 | 0.037 | 0.020 | 0.018 | 0.007 |
| 2016 | 0.018 | 0.017 | 0.046 | 0.028 |
| 2015 | 0.033 | -0.001 | -0.045 | 0.024 |
| 2014 | 0.024 | 0.021 | -0.011 | 0.009 |
| 2013 | 0.000 | -0.002 | 0.033 | 0.037 |
| 2012 | 0.115 | -0.012 | 0.070 | 0.042 |
| 2011 | 0.041 | -0.005 | -0.118 | 0.020 |
| 2010 | 0.088 | -0.012 | 0.097 | -0.024 |
| 2009 | 0.095 | 0.263 | 0.251 | 0.046 |
| 2008 | -0.087 | 0.034 | -0.056 | -0.327 |
| 2007 | 0.021 | 0.007 | -0.020 | -0.011 |
| 2006 | 0.023 | -0.001 | 0.027 | 0.032 |
| 2005 | 0.026 | 0.007 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.075 |
| 5 years | 0.028 |
| 10 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.