Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 65 |
| 1 month | 0.009 | 0 | 75 |
| 3 months | -0.039 | 0 | 68 |
| 1 year | 0.230 | 0 | 25 |
| 3 years | 0.198 | 0 | 62 |
| 5 years | 0.168 | 0 | 58 |
| 10 years | 0.170 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.017 | — |
| 2024 | 0.200 | — |
| 2023 | 0.376 | — |
| 2022 | 0.038 | — |
| 2021 | 0.385 | — |
| 2020 | 0.191 | — |
| 2019 | 0.000 | — |
| 2018 | -0.125 | — |
| 2017 | 0.512 | — |
| 2016 | 0.109 | — |
| 2015 | 0.121 | — |
| 2014 | 0.637 | — |
| 2013 | -0.020 | — |
| 2012 | 0.393 | — |
| 2011 | -0.293 | — |
| 2010 | 0.154 | — |
| 2009 | 1.280 | — |
| 2008 | -0.542 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.129 | 0.142 | -0.041 | 0.066 |
| 2024 | 0.030 | 0.120 | 0.099 | -0.054 |
| 2023 | -0.047 | 0.167 | 0.095 | 0.129 |
| 2022 | -0.024 | -0.101 | 0.149 | 0.030 |
| 2021 | 0.079 | 0.124 | 0.133 | 0.008 |
| 2020 | -0.294 | 0.218 | 0.167 | 0.187 |
| 2019 | 0.045 | -0.023 | -0.053 | 0.034 |
| 2018 | -0.066 | -0.043 | -0.051 | 0.032 |
| 2017 | 0.171 | 0.032 | 0.098 | 0.139 |
| 2016 | -0.067 | 0.117 | 0.125 | -0.054 |
| 2015 | 0.057 | 0.019 | -0.002 | 0.042 |
| 2014 | 0.123 | 0.265 | 0.057 | 0.091 |
| 2013 | -0.095 | -0.022 | -0.045 | 0.159 |
| 2012 | 0.216 | -0.004 | 0.081 | 0.065 |
| 2011 | -0.104 | -0.009 | -0.092 | -0.123 |
| 2010 | 0.012 | 0.047 | 0.106 | -0.016 |
| 2009 | -0.036 | 0.679 | 0.269 | 0.110 |
| 2008 | -0.278 | -0.145 | -0.043 | -0.223 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.230 |
| 3 years | 0.198 |
| 5 years | 0.168 |
| 10 years | 0.170 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.