Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.133 | 0 | 46 |
| 1 month | -0.104 | 0 | 26 |
| 3 months | -0.133 | 0 | 46 |
| 1 year | -0.018 | 0 | 35 |
| 3 years | 0.127 | 0 | 62 |
| 5 years | 0.107 | 0 | 59 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.092 | — |
| 2024 | 0.149 | — |
| 2023 | 0.245 | — |
| 2022 | -0.014 | — |
| 2021 | 0.322 | — |
| 2020 | 0.098 | — |
| 2019 | 0.076 | — |
| 2018 | -0.088 | — |
| 2017 | 0.380 | — |
| 2016 | -0.027 | — |
| 2015 | 0.083 | — |
| 2014 | 0.589 | — |
| 2013 | 0.056 | — |
| 2012 | 0.408 | — |
| 2011 | -0.180 | — |
| 2010 | 0.321 | — |
| 2009 | 1.021 | — |
| 2008 | -0.531 | — |
| 2007 | 1.105 | — |
| 2006 | 0.319 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.133 | — | — | — |
| 2025 | -0.036 | 0.110 | -0.027 | 0.049 |
| 2024 | 0.042 | 0.112 | 0.086 | -0.086 |
| 2023 | -0.054 | 0.123 | 0.060 | 0.106 |
| 2022 | -0.037 | -0.111 | 0.140 | 0.010 |
| 2021 | 0.062 | 0.088 | 0.096 | 0.044 |
| 2020 | -0.254 | 0.117 | 0.087 | 0.212 |
| 2019 | 0.048 | -0.004 | 0.004 | 0.027 |
| 2018 | -0.080 | 0.030 | -0.037 | 0.000 |
| 2017 | 0.153 | 0.057 | 0.036 | 0.095 |
| 2016 | -0.067 | 0.089 | 0.051 | -0.090 |
| 2015 | 0.096 | -0.027 | -0.009 | 0.025 |
| 2014 | 0.113 | 0.185 | 0.105 | 0.090 |
| 2013 | -0.092 | 0.011 | -0.021 | 0.175 |
| 2012 | 0.154 | 0.009 | 0.100 | 0.100 |
| 2011 | -0.101 | 0.033 | -0.011 | -0.108 |
| 2010 | 0.044 | 0.078 | 0.179 | -0.005 |
| 2009 | -0.012 | 0.522 | 0.216 | 0.105 |
| 2008 | -0.280 | -0.096 | -0.077 | -0.221 |
| 2007 | -0.014 | 0.341 | 0.126 | 0.414 |
| 2006 | 0.280 | -0.241 | 0.164 | 0.166 |
| 2005 | 0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.127 |
| 5 years | 0.107 |
| 10 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.