Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | 19 |
| 1 month | 0.049 | 0 | 9 |
| 3 months | 0.109 | 0 | 15 |
| 1 year | 0.134 | 0 | 42 |
| 3 years | 0.061 | 0 | 53 |
| 5 years | 0.031 | 0 | 47 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.089 | — |
| 2024 | 0.013 | — |
| 2023 | 0.087 | — |
| 2022 | -0.234 | — |
| 2021 | 0.184 | — |
| 2020 | 0.018 | — |
| 2019 | 0.204 | — |
| 2018 | -0.202 | — |
| 2017 | 0.124 | — |
| 2016 | -0.013 | — |
| 2015 | 0.167 | — |
| 2014 | 0.027 | — |
| 2013 | 0.176 | — |
| 2012 | 0.251 | — |
| 2011 | -0.171 | — |
| 2010 | 0.207 | — |
| 2009 | 0.401 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.080 | -0.019 | 0.031 |
| 2024 | 0.018 | -0.007 | 0.063 | -0.057 |
| 2023 | 0.050 | -0.016 | -0.043 | 0.099 |
| 2022 | -0.108 | -0.139 | -0.056 | 0.057 |
| 2021 | 0.045 | 0.057 | 0.020 | 0.050 |
| 2020 | -0.262 | 0.180 | 0.053 | 0.110 |
| 2019 | 0.120 | 0.023 | -0.003 | 0.055 |
| 2018 | -0.053 | 0.020 | -0.001 | -0.173 |
| 2017 | 0.063 | 0.012 | 0.032 | 0.012 |
| 2016 | -0.055 | -0.048 | 0.058 | 0.037 |
| 2015 | 0.174 | 0 | -0.083 | 0.084 |
| 2014 | 0.045 | 0.005 | -0.035 | 0.014 |
| 2013 | 0.044 | -0.019 | 0.098 | 0.046 |
| 2012 | 0.158 | -0.056 | 0.094 | 0.046 |
| 2011 | 0.004 | -0.001 | -0.209 | 0.045 |
| 2010 | 0.057 | -0.036 | 0.082 | 0.095 |
| 2009 | -0.065 | 0.199 | 0.198 | 0.044 |
| 2008 | -0.065 | -0.146 | -0.226 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.134 |
| 3 years | 0.061 |
| 5 years | 0.031 |
| 10 years | 0.032 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.