Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 25 |
| 1 month | 0.057 | 0 | 28 |
| 3 months | 0.091 | 0 | 24 |
| 1 year | 0.122 | 0 | 17 |
| 3 years | 0.104 | 0 | 28 |
| 5 years | 0.079 | 0 | 28 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.177 | — |
| 2024 | 0.061 | — |
| 2023 | 0.060 | — |
| 2022 | -0.165 | — |
| 2021 | 0.233 | — |
| 2020 | 0.038 | — |
| 2019 | 0.306 | — |
| 2018 | -0.087 | — |
| 2017 | 0.198 | — |
| 2016 | -0.010 | — |
| 2015 | 0.039 | — |
| 2014 | 0.133 | — |
| 2013 | 0.247 | — |
| 2012 | 0.181 | — |
| 2011 | -0.076 | — |
| 2010 | 0.054 | — |
| 2009 | 0.229 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | -0.016 | 0.013 | 0.088 |
| 2024 | 0.060 | 0.031 | 0.020 | -0.048 |
| 2023 | 0.059 | 0.021 | -0.033 | 0.014 |
| 2022 | -0.055 | -0.110 | -0.048 | 0.043 |
| 2021 | 0.051 | 0.095 | -0.020 | 0.093 |
| 2020 | -0.118 | 0.098 | 0.023 | 0.047 |
| 2019 | 0.144 | 0.065 | 0.021 | 0.049 |
| 2018 | -0.050 | 0.013 | 0.046 | -0.093 |
| 2017 | 0.072 | 0.054 | 0.035 | 0.024 |
| 2016 | -0.087 | 0.037 | 0.030 | 0.014 |
| 2015 | 0.032 | -0.020 | -0.024 | 0.052 |
| 2014 | 0.045 | 0.030 | 0.028 | 0.024 |
| 2013 | 0.153 | 0.002 | 0.049 | 0.030 |
| 2012 | 0.073 | -0.021 | 0.073 | 0.048 |
| 2011 | 0.005 | -0.021 | -0.122 | 0.070 |
| 2010 | 0.065 | -0.099 | 0.058 | 0.038 |
| 2009 | -0.103 | 0.107 | 0.194 | 0.036 |
| 2008 | -0.015 | -0.042 | -0.157 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.104 |
| 5 years | 0.079 |
| 10 years | 0.088 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.