Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 94 |
| 1 month | -0.003 | 0 | 78 |
| 3 months | -0.030 | 0 | 86 |
| 1 year | 0.143 | 0 | 73 |
| 3 years | 0.189 | 0 | 64 |
| 5 years | 0.155 | 0 | 66 |
| 10 years | 0.157 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.070 | — |
| 2024 | 0.234 | — |
| 2023 | 0.267 | — |
| 2022 | 0.043 | — |
| 2021 | 0.304 | — |
| 2020 | 0.190 | — |
| 2019 | 0.104 | — |
| 2018 | -0.024 | — |
| 2017 | 0.291 | — |
| 2016 | 0.026 | — |
| 2015 | -0.059 | — |
| 2014 | 0.412 | — |
| 2013 | 0.059 | — |
| 2012 | 0.273 | — |
| 2011 | -0.121 | — |
| 2010 | 0.194 | — |
| 2009 | 0.976 | — |
| 2008 | -0.490 | — |
| 2007 | 0.713 | — |
| 2006 | 0.109 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | 0.092 | -0.027 | 0.052 |
| 2024 | 0.026 | 0.171 | 0.108 | -0.073 |
| 2023 | -0.051 | 0.116 | 0.064 | 0.124 |
| 2022 | -0.013 | -0.094 | 0.122 | 0.040 |
| 2021 | 0.080 | 0.100 | 0.100 | -0.003 |
| 2020 | -0.271 | 0.208 | 0.092 | 0.236 |
| 2019 | 0.058 | -0.008 | -0.019 | 0.073 |
| 2018 | -0.048 | 0.040 | -0.002 | -0.013 |
| 2017 | 0.112 | 0.023 | 0.040 | 0.091 |
| 2016 | -0.029 | 0.070 | 0.064 | -0.071 |
| 2015 | 0.024 | -0.030 | -0.041 | -0.013 |
| 2014 | 0.061 | 0.167 | 0.085 | 0.051 |
| 2013 | -0.067 | 0.031 | 0.004 | 0.097 |
| 2012 | 0.133 | -0.006 | 0.080 | 0.046 |
| 2011 | -0.050 | 0.003 | -0.046 | -0.033 |
| 2010 | -0.007 | 0.024 | 0.153 | 0.018 |
| 2009 | 0.050 | 0.481 | 0.203 | 0.056 |
| 2008 | -0.261 | -0.130 | -0.049 | -0.167 |
| 2007 | -0.053 | 0.184 | 0.201 | 0.273 |
| 2006 | 0.193 | -0.175 | 0.135 | -0.008 |
| 2005 | 0.081 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.133 |
| 3 years | 0.189 |
| 5 years | 0.155 |
| 10 years | 0.157 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.