Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 20 |
| 1 month | 0.032 | 0 | 19 |
| 3 months | 0.047 | 0 | 17 |
| 1 year | 0.157 | 0 | 9 |
| 3 years | 0.123 | 0 | 14 |
| 5 years | 0.084 | 0 | 11 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.129 | — |
| 2024 | 0.134 | — |
| 2023 | 0.098 | — |
| 2022 | -0.100 | — |
| 2021 | 0.151 | — |
| 2020 | 0.040 | — |
| 2019 | 0.136 | — |
| 2018 | -0.093 | — |
| 2017 | 0.090 | — |
| 2016 | 0.069 | — |
| 2015 | -0.025 | — |
| 2014 | 0.083 | — |
| 2013 | 0.130 | — |
| 2012 | 0.086 | — |
| 2011 | -0.039 | — |
| 2010 | 0.095 | — |
| 2009 | 0.265 | — |
| 2008 | -0.215 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | 0.029 | 0.066 | 0.024 |
| 2024 | 0.055 | -0.001 | 0.047 | 0.028 |
| 2023 | 0.030 | 0.008 | -0.007 | 0.066 |
| 2022 | -0.015 | -0.109 | -0.019 | 0.044 |
| 2021 | 0.044 | 0.050 | 0.002 | 0.048 |
| 2020 | -0.143 | 0.093 | 0.043 | 0.065 |
| 2019 | 0.077 | 0.013 | 0.008 | 0.033 |
| 2018 | -0.019 | 0.028 | -0.005 | -0.096 |
| 2017 | 0.029 | -0.002 | 0.020 | 0.040 |
| 2016 | -0.035 | 0.025 | 0.045 | 0.033 |
| 2015 | 0.044 | -0.020 | -0.048 | 0.000 |
| 2014 | 0.041 | 0.026 | 0.005 | 0.009 |
| 2013 | 0.042 | -0.010 | 0.037 | 0.056 |
| 2012 | 0.052 | -0.022 | 0.035 | 0.019 |
| 2011 | 0.031 | -0.019 | -0.088 | 0.042 |
| 2010 | 0.017 | -0.049 | 0.070 | 0.058 |
| 2009 | -0.020 | 0.138 | 0.099 | 0.033 |
| 2008 | -0.020 | 0.026 | -0.092 | -0.141 |
| 2007 | -0.012 | -0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.157 |
| 3 years | 0.123 |
| 5 years | 0.084 |
| 10 years | 0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.