Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.146 | 0 | 42 |
| 1 month | 0.038 | 0 | 91 |
| 3 months | 0.183 | 0 | 47 |
| 1 year | 0.477 | 0 | 79 |
| 3 years | 0.262 | 0 | 49 |
| 5 years | 0.225 | 0 | 2 |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.228 | — |
| 2024 | 0.128 | — |
| 2023 | 0.323 | — |
| 2022 | 0.157 | — |
| 2021 | 0.163 | — |
| 2020 | -0.200 | — |
| 2019 | 0.026 | — |
| 2018 | -0.170 | — |
| 2017 | 0.175 | — |
| 2016 | 0.091 | — |
| 2015 | -0.179 | — |
| 2014 | 0.086 | — |
| 2013 | 0.210 | — |
| 2012 | 0.276 | — |
| 2011 | -0.284 | — |
| 2010 | 0.025 | — |
| 2009 | 0.848 | — |
| 2008 | -0.671 | — |
| 2007 | 0.275 | — |
| 2006 | 0.283 | — |
| 2005 | 0.513 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | 0.058 | 0.087 | 0.111 |
| 2024 | 0.109 | 0.020 | -0.036 | 0.035 |
| 2023 | 0.052 | 0.191 | 0.021 | 0.034 |
| 2022 | 0.224 | -0.103 | 0.088 | -0.032 |
| 2021 | 0.074 | 0.084 | -0.023 | 0.022 |
| 2020 | -0.423 | 0.195 | -0.002 | 0.162 |
| 2019 | 0.043 | 0.005 | -0.091 | 0.077 |
| 2018 | -0.038 | -0.119 | 0.034 | -0.052 |
| 2017 | 0.045 | 0.014 | 0.043 | 0.063 |
| 2016 | -0.024 | -0.063 | 0.063 | 0.123 |
| 2015 | 0.019 | 0.014 | -0.200 | -0.007 |
| 2014 | -0.049 | 0.049 | 0.030 | 0.057 |
| 2013 | 0.095 | -0.040 | 0.047 | 0.099 |
| 2012 | 0.189 | -0.145 | 0.055 | 0.189 |
| 2011 | 0.034 | -0.056 | -0.287 | 0.029 |
| 2010 | 0.031 | -0.145 | 0.104 | 0.053 |
| 2009 | 0.118 | 0.306 | 0.137 | 0.114 |
| 2008 | -0.215 | 0.050 | -0.337 | -0.398 |
| 2007 | -0.004 | 0.176 | 0.071 | 0.016 |
| 2006 | 0.102 | -0.087 | 0.090 | 0.171 |
| 2005 | 0.030 | 0.092 | 0.191 | 0.129 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.477 |
| 3 years | 0.262 |
| 5 years | 0.225 |
| 10 years | 0.111 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.