Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 70 |
| 1 month | -0.051 | 0 | 29 |
| 3 months | -0.066 | 0 | 70 |
| 1 year | 0.120 | 0 | 79 |
| 3 years | 0.111 | 0 | 91 |
| 5 years | 0.054 | 0 | 94 |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.095 | — |
| 2024 | 0.184 | — |
| 2023 | 0.222 | — |
| 2022 | -0.242 | — |
| 2021 | 0.207 | — |
| 2020 | 0.242 | — |
| 2019 | 0.327 | — |
| 2018 | -0.074 | — |
| 2017 | 0.236 | — |
| 2016 | 0.080 | — |
| 2015 | 0.003 | — |
| 2014 | 0.049 | — |
| 2013 | 0.299 | — |
| 2012 | 0.151 | — |
| 2011 | 0 | — |
| 2010 | 0.090 | — |
| 2009 | 0.179 | — |
| 2008 | -0.439 | — |
| 2007 | 0.252 | — |
| 2006 | -0.066 | — |
| 2005 | 0.082 | — |
| 2004 | 0.046 | — |
| 2003 | 0.302 | — |
| 2002 | -0.248 | — |
| 2001 | -0.147 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.066 | — | — | — |
| 2025 | -0.087 | 0.111 | 0.053 | 0.025 |
| 2024 | 0.105 | 0.043 | 0.002 | 0.024 |
| 2023 | 0.077 | 0.040 | -0.050 | 0.147 |
| 2022 | -0.066 | -0.179 | -0.056 | 0.047 |
| 2021 | 0.041 | 0.112 | -0.017 | 0.061 |
| 2020 | -0.179 | 0.234 | 0.075 | 0.141 |
| 2019 | 0.146 | 0.039 | -0.003 | 0.117 |
| 2018 | -0.001 | 0.027 | 0.065 | -0.152 |
| 2017 | 0.074 | 0.033 | 0.056 | 0.054 |
| 2016 | -0.020 | 0.011 | 0.053 | 0.036 |
| 2015 | 0.008 | 0.013 | -0.073 | 0.059 |
| 2014 | 0.005 | 0.041 | -0.004 | 0.007 |
| 2013 | 0.079 | 0.003 | 0.089 | 0.103 |
| 2012 | 0.156 | -0.067 | 0.050 | 0.017 |
| 2011 | 0.067 | 0.007 | -0.152 | 0.098 |
| 2010 | 0.036 | -0.128 | 0.084 | 0.113 |
| 2009 | -0.089 | 0.101 | 0.127 | 0.043 |
| 2008 | -0.104 | 0.047 | -0.191 | -0.261 |
| 2007 | 0.020 | 0.082 | 0.116 | 0.017 |
| 2006 | 0.024 | -0.083 | -0.042 | 0.038 |
| 2005 | -0.027 | -0.004 | 0.074 | 0.040 |
| 2004 | -0.003 | 0.004 | -0.040 | 0.087 |
| 2003 | -0.027 | 0.172 | 0.033 | 0.106 |
| 2002 | -0.046 | -0.140 | -0.143 | 0.070 |
| 2001 | -0.164 | 0.039 | -0.181 | 0.200 |
| 2000 | -0.091 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.092 |
| 5 years | 0.043 |
| 10 years | 0.103 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.