Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 47 |
| 1 month | -0.003 | 0 | 78 |
| 3 months | 0.024 | 0 | 35 |
| 1 year | 0.037 | 0 | 39 |
| 3 years | 0.059 | 0 | 20 |
| 5 years | 0.010 | 0 | 73 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.080 | — |
| 2022 | -0.160 | — |
| 2021 | 0.029 | — |
| 2020 | 0.041 | — |
| 2019 | 0.095 | — |
| 2018 | -0.045 | — |
| 2017 | 0.033 | — |
| 2016 | 0.050 | — |
| 2015 | 0.031 | — |
| 2014 | 0.103 | — |
| 2013 | 0.056 | — |
| 2012 | 0.122 | — |
| 2011 | -0.007 | — |
| 2010 | 0.067 | — |
| 2009 | 0.148 | — |
| 2008 | -0.103 | — |
| 2007 | 0.025 | — |
| 2006 | 0.037 | — |
| 2005 | 0.098 | — |
| 2004 | 0.070 | — |
| 2003 | 0.075 | — |
| 2002 | -0.041 | — |
| 2001 | 0.010 | — |
| 2000 | 0.070 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | 0.015 | 0.028 | — |
| 2024 | 0.019 | 0.008 | 0.028 | 0.016 |
| 2023 | 0.013 | 0.017 | -0.016 | 0.066 |
| 2022 | -0.073 | -0.078 | -0.028 | 0.010 |
| 2021 | 0.003 | 0.019 | 0.000 | 0.008 |
| 2020 | -0.102 | 0.074 | 0.033 | 0.045 |
| 2019 | 0.045 | 0.019 | 0.011 | 0.017 |
| 2018 | -0.016 | 0.004 | 0.005 | -0.039 |
| 2017 | 0.010 | 0.001 | 0.006 | 0.015 |
| 2016 | -0.001 | 0.013 | 0.033 | 0.005 |
| 2015 | 0.067 | -0.033 | -0.033 | 0.033 |
| 2014 | 0.026 | 0.029 | 0.021 | 0.023 |
| 2013 | 0.033 | -0.011 | 0.019 | 0.015 |
| 2012 | 0.050 | 0.005 | 0.047 | 0.015 |
| 2011 | -0.005 | 0 | -0.025 | 0.024 |
| 2010 | 0.036 | -0.001 | 0.021 | 0.010 |
| 2009 | 0.007 | 0.055 | 0.061 | 0.018 |
| 2008 | -0.033 | -0.016 | -0.009 | -0.048 |
| 2007 | 0.010 | 0.010 | 0.004 | 0.000 |
| 2006 | 0.008 | -0.030 | 0.034 | 0.025 |
| 2005 | 0.017 | 0.038 | 0.026 | 0.014 |
| 2004 | 0.023 | -0.003 | 0.013 | 0.037 |
| 2003 | -0.011 | 0.058 | -0.004 | 0.032 |
| 2002 | -0.003 | -0.034 | -0.026 | 0.022 |
| 2001 | -0.004 | 0.009 | -0.046 | 0.053 |
| 2000 | 0.067 | -0.007 | 0.008 | 0.002 |
| 1999 | -0.003 | 0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.048 |
| 5 years | 0.004 |
| 10 years | 0.016 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.