Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 79 |
| 1 month | -0.042 | 0 | 80 |
| 3 months | -0.037 | 0 | 79 |
| 1 year | 0.117 | 0 | 38 |
| 3 years | 0.117 | 0 | 32 |
| 5 years | 0.097 | 0 | 41 |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.027 | — |
| 2024 | 0.270 | — |
| 2023 | 0.185 | — |
| 2022 | -0.084 | — |
| 2021 | 0.296 | — |
| 2020 | 0.044 | — |
| 2019 | 0.341 | — |
| 2018 | -0.018 | — |
| 2017 | 0.139 | — |
| 2016 | 0.125 | — |
| 2015 | 0.058 | — |
| 2014 | 0.275 | — |
| 2013 | 0.253 | — |
| 2012 | 0.082 | — |
| 2011 | -0.057 | — |
| 2010 | 0.030 | — |
| 2009 | 0.226 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.037 | — | — | — |
| 2025 | -0.115 | 0.063 | 0.071 | 0.019 |
| 2024 | 0.145 | 0.029 | 0.009 | 0.068 |
| 2023 | 0.067 | 0.112 | -0.024 | 0.023 |
| 2022 | -0.035 | -0.089 | 0.015 | 0.026 |
| 2021 | 0.114 | 0.046 | 0.024 | 0.086 |
| 2020 | -0.135 | 0.108 | 0.058 | 0.028 |
| 2019 | 0.161 | 0.042 | 0.062 | 0.043 |
| 2018 | 0.004 | 0.081 | 0.035 | -0.126 |
| 2017 | 0.062 | -0.004 | 0.012 | 0.063 |
| 2016 | -0.054 | 0.036 | 0.078 | 0.065 |
| 2015 | 0.133 | -0.041 | -0.085 | 0.064 |
| 2014 | 0.029 | 0.081 | 0.052 | 0.089 |
| 2013 | 0.083 | 0.041 | 0.027 | 0.082 |
| 2012 | 0.077 | -0.021 | 0.014 | 0.013 |
| 2011 | -0.024 | 0.001 | -0.092 | 0.064 |
| 2010 | 0.026 | -0.051 | -0.020 | 0.080 |
| 2009 | -0.060 | 0.157 | 0.046 | 0.077 |
| 2008 | -0.141 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.117 |
| 3 years | 0.117 |
| 5 years | 0.097 |
| 10 years | 0.126 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.