Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.106 | 0 | 76 |
| 1 month | 0.016 | 0 | 48 |
| 3 months | 0.031 | 0 | 67 |
| 1 year | 0.106 | 0 | 76 |
| 3 years | 0.106 | 0 | 41 |
| 5 years | 0.018 | 0 | 65 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.106 | — |
| 2024 | 0.224 | — |
| 2023 | 0.000 | — |
| 2022 | -0.229 | — |
| 2021 | 0.045 | — |
| 2020 | 0.158 | — |
| 2019 | 0.294 | — |
| 2018 | -0.167 | — |
| 2017 | 0.342 | — |
| 2016 | 0.055 | — |
| 2015 | 0.048 | — |
| 2014 | 0.293 | — |
| 2013 | 0.081 | — |
| 2012 | 0.315 | — |
| 2011 | -0.180 | — |
| 2010 | 0.227 | — |
| 2009 | 0.584 | — |
| 2008 | -0.518 | — |
| 2007 | 0.215 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | 0.013 | 0.117 | 0.031 |
| 2024 | 0.070 | 0.086 | 0.035 | 0.017 |
| 2023 | 0.028 | -0.027 | -0.035 | 0.037 |
| 2022 | -0.120 | -0.070 | -0.099 | 0.046 |
| 2021 | 0.064 | 0.020 | -0.036 | -0.002 |
| 2020 | -0.209 | 0.164 | 0.080 | 0.165 |
| 2019 | 0.169 | -0.019 | 0.012 | 0.114 |
| 2018 | -0.034 | -0.018 | -0.055 | -0.070 |
| 2017 | 0.147 | 0.038 | 0.084 | 0.041 |
| 2016 | -0.047 | 0.053 | 0.095 | -0.040 |
| 2015 | 0.174 | -0.022 | -0.187 | 0.123 |
| 2014 | 0.040 | 0.090 | 0.059 | 0.077 |
| 2013 | 0.090 | -0.014 | -0.034 | 0.042 |
| 2012 | 0.143 | 0.009 | 0.077 | 0.059 |
| 2011 | -0.052 | -0.012 | -0.184 | 0.073 |
| 2010 | 0.058 | 0.072 | 0.036 | 0.044 |
| 2009 | -0.019 | 0.330 | 0.102 | 0.102 |
| 2008 | -0.243 | -0.103 | -0.122 | -0.191 |
| 2007 | -0.007 | 0.113 | 0.089 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.103 |
| 5 years | 0.016 |
| 10 years | 0.067 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.