Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | 30 |
| 1 month | -0.011 | 0 | 52 |
| 3 months | -0.049 | 0 | 40 |
| 1 year | -0.015 | 0 | 31 |
| 3 years | 0.141 | 0 | 20 |
| 5 years | 0.150 | 0 | 3 |
| 10 years | 0.143 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.092 | — |
| 2024 | 0.182 | — |
| 2023 | 0.321 | — |
| 2022 | 0.113 | — |
| 2021 | 0.324 | — |
| 2020 | 0.049 | — |
| 2019 | 0.073 | — |
| 2018 | -0.002 | — |
| 2017 | 0.384 | — |
| 2016 | 0.022 | — |
| 2015 | 0.011 | — |
| 2014 | 0.546 | — |
| 2013 | 0.042 | — |
| 2012 | 0.410 | — |
| 2011 | -0.264 | — |
| 2010 | 0.194 | — |
| 2009 | 0.734 | — |
| 2008 | -0.492 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.134 | — | — | — |
| 2025 | -0.032 | 0.100 | -0.012 | 0.038 |
| 2024 | 0.073 | 0.099 | 0.066 | -0.059 |
| 2023 | -0.021 | 0.142 | 0.068 | 0.108 |
| 2022 | 0.023 | -0.077 | 0.125 | 0.049 |
| 2021 | 0.083 | 0.091 | 0.136 | -0.013 |
| 2020 | -0.323 | 0.152 | 0.063 | 0.265 |
| 2019 | 0.066 | 0.013 | -0.064 | 0.061 |
| 2018 | -0.069 | 0.015 | 0.032 | 0.023 |
| 2017 | 0.149 | 0.061 | 0.021 | 0.112 |
| 2016 | -0.058 | 0.063 | 0.082 | -0.057 |
| 2015 | 0.050 | -0.022 | -0.034 | 0.020 |
| 2014 | 0.082 | 0.222 | 0.062 | 0.102 |
| 2013 | -0.063 | -0.012 | -0.025 | 0.153 |
| 2012 | 0.212 | 0.003 | 0.100 | 0.053 |
| 2011 | -0.051 | -0.010 | -0.132 | -0.098 |
| 2010 | -0.007 | 0.062 | 0.131 | 0.001 |
| 2009 | 0.019 | 0.419 | 0.190 | 0.008 |
| 2008 | -0.242 | -0.116 | -0.020 | -0.225 |
| 2007 | 0.229 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.141 |
| 5 years | 0.150 |
| 10 years | 0.143 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.