Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 50 |
| 1 month | 0.002 | 0 | 67 |
| 3 months | 0.017 | 0 | 67 |
| 1 year | 0.064 | 0 | 42 |
| 3 years | 0.077 | 0 | 12 |
| 5 years | 0.052 | 0 | 54 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.072 | — |
| 2022 | 0.006 | — |
| 2021 | 0.025 | — |
| 2020 | 0.097 | — |
| 2019 | 0.083 | — |
| 2018 | 0.066 | — |
| 2017 | 0.031 | — |
| 2016 | 0.162 | — |
| 2015 | 0.065 | — |
| 2014 | 0.150 | — |
| 2013 | 0.054 | — |
| 2012 | 0.122 | — |
| 2011 | 0.081 | — |
| 2010 | 0.083 | — |
| 2009 | 0.057 | — |
| 2008 | 0.164 | — |
| 2007 | 0.097 | — |
| 2006 | 0.051 | — |
| 2005 | 0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.021 | 0.003 | — |
| 2024 | 0.033 | 0.016 | 0.034 | 0.012 |
| 2023 | 0.019 | 0.024 | 0.009 | 0.019 |
| 2022 | 0.001 | -0.021 | 0.012 | 0.015 |
| 2021 | -0.013 | 0.014 | 0.020 | 0.004 |
| 2020 | 0.030 | 0.034 | 0.006 | 0.025 |
| 2019 | 0.019 | 0.032 | 0.027 | 0.003 |
| 2018 | 0.013 | -0.007 | 0.014 | 0.046 |
| 2017 | -0.002 | 0.026 | 0.012 | -0.005 |
| 2016 | 0.031 | 0.032 | 0.060 | 0.030 |
| 2015 | 0.028 | -0.006 | 0.042 | 0.000 |
| 2014 | 0.026 | 0.033 | 0.022 | 0.061 |
| 2013 | 0.021 | 0.050 | -0.041 | 0.024 |
| 2012 | 0.028 | 0.034 | 0.027 | 0.027 |
| 2011 | 0.018 | 0.019 | 0.021 | 0.021 |
| 2010 | 0.025 | 0.025 | 0.016 | 0.015 |
| 2009 | -0.014 | 0.034 | 0.008 | 0.029 |
| 2008 | 0.013 | -0.001 | 0.016 | 0.132 |
| 2007 | 0.006 | 0.026 | 0.031 | 0.031 |
| 2006 | 0.002 | 0.016 | 0.021 | 0.012 |
| 2005 | 0.018 | 0.012 | 0.014 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.077 |
| 5 years | 0.052 |
| 10 years | 0.070 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.