Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 97 |
| 1 month | 0.059 | 0 | 87 |
| 3 months | -0.013 | 0 | 96 |
| 1 year | 0.053 | 0 | 94 |
| 3 years | 0.043 | 0 | 86 |
| 5 years | -0.012 | 0 | 84 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.016 | — |
| 2024 | 0.018 | — |
| 2023 | 0.119 | — |
| 2022 | -0.282 | — |
| 2021 | 0.221 | — |
| 2020 | -0.093 | — |
| 2019 | 0.222 | — |
| 2018 | -0.078 | — |
| 2017 | 0.028 | — |
| 2016 | 0.022 | — |
| 2015 | 0.064 | — |
| 2014 | 0.247 | — |
| 2013 | 0.034 | — |
| 2012 | 0.158 | — |
| 2011 | -0.022 | — |
| 2010 | 0.110 | — |
| 2009 | 0.299 | — |
| 2008 | -0.468 | — |
| 2007 | -0.186 | — |
| 2006 | 0.323 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.049 | — | — | — |
| 2025 | -0.018 | 0.008 | 0.047 | -0.020 |
| 2024 | 0.009 | -0.050 | 0.116 | -0.049 |
| 2023 | -0.007 | 0.035 | -0.032 | 0.126 |
| 2022 | -0.086 | -0.128 | -0.096 | -0.004 |
| 2021 | 0.043 | 0.068 | 0.013 | 0.082 |
| 2020 | -0.193 | 0.057 | -0.004 | 0.067 |
| 2019 | 0.156 | 0.004 | 0.059 | -0.006 |
| 2018 | -0.063 | 0.072 | -0.006 | -0.076 |
| 2017 | -0.020 | 0.020 | 0.005 | 0.024 |
| 2016 | -0.021 | 0.019 | 0.015 | 0.009 |
| 2015 | 0.078 | -0.094 | 0.049 | 0.038 |
| 2014 | 0.062 | 0.056 | -0.022 | 0.138 |
| 2013 | 0.074 | -0.022 | -0.009 | -0.008 |
| 2012 | 0.083 | 0.028 | 0.010 | 0.031 |
| 2011 | 0.040 | 0.004 | -0.132 | 0.079 |
| 2010 | 0.032 | -0.073 | 0.118 | 0.038 |
| 2009 | -0.220 | 0.243 | 0.294 | 0.036 |
| 2008 | -0.063 | -0.116 | -0.024 | -0.342 |
| 2007 | 0.039 | -0.066 | -0.018 | -0.146 |
| 2006 | 0.078 | -0.006 | 0.116 | 0.106 |
| 2005 | 0.032 | -0.016 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.025 |
| 5 years | -0.022 |
| 10 years | 0.008 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.