Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 93 |
| 1 month | 0.063 | 0 | 32 |
| 3 months | -0.016 | 0 | 93 |
| 1 year | 0.139 | 0 | 93 |
| 3 years | 0.059 | 0 | 100 |
| 5 years | 0.020 | 0 | 100 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.148 | — |
| 2024 | -0.028 | — |
| 2023 | 0.237 | — |
| 2022 | -0.311 | — |
| 2021 | 0.273 | — |
| 2020 | 0.222 | — |
| 2019 | 0.296 | — |
| 2018 | -0.154 | — |
| 2017 | 0.163 | — |
| 2016 | 0.019 | — |
| 2015 | -0.004 | — |
| 2014 | -0.060 | — |
| 2013 | 0.227 | — |
| 2012 | 0.201 | — |
| 2011 | -0.151 | — |
| 2010 | 0.055 | — |
| 2009 | 0.369 | — |
| 2008 | -0.494 | — |
| 2007 | 0.083 | — |
| 2006 | 0.230 | — |
| 2005 | 0.120 | — |
| 2004 | 0.132 | — |
| 2003 | 0.208 | — |
| 2002 | -0.315 | — |
| 2001 | -0.218 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.041 | — | — | — |
| 2025 | 0.016 | 0.080 | 0.002 | 0.045 |
| 2024 | 0.062 | -0.014 | 0.022 | -0.092 |
| 2023 | 0.184 | 0.019 | -0.108 | 0.150 |
| 2022 | -0.167 | -0.224 | -0.085 | 0.165 |
| 2021 | 0.063 | 0.102 | 0.003 | 0.083 |
| 2020 | -0.177 | 0.223 | 0.095 | 0.109 |
| 2019 | 0.130 | 0.049 | -0.023 | 0.118 |
| 2018 | -0.036 | 0.007 | 0.008 | -0.135 |
| 2017 | 0.049 | 0.046 | 0.045 | 0.014 |
| 2016 | -0.054 | 0.007 | 0.075 | -0.004 |
| 2015 | 0.065 | -0.003 | -0.074 | 0.013 |
| 2014 | 0.011 | 0.012 | -0.054 | -0.029 |
| 2013 | 0.052 | -0.005 | 0.109 | 0.057 |
| 2012 | 0.125 | -0.079 | 0.089 | 0.065 |
| 2011 | 0.046 | 0.014 | -0.224 | 0.032 |
| 2010 | 0.007 | -0.129 | 0.145 | 0.050 |
| 2009 | -0.113 | 0.219 | 0.224 | 0.035 |
| 2008 | -0.118 | -0.045 | -0.203 | -0.246 |
| 2007 | 0.029 | 0.069 | -0.009 | -0.007 |
| 2006 | 0.116 | -0.016 | 0.036 | 0.081 |
| 2005 | 0.009 | 0.003 | 0.072 | 0.032 |
| 2004 | -0.004 | 0.009 | 0.002 | 0.123 |
| 2003 | -0.140 | 0.195 | 0.017 | 0.156 |
| 2002 | -0.021 | -0.112 | -0.256 | 0.059 |
| 2001 | -0.151 | 0.008 | -0.178 | 0.111 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | 0.059 |
| 5 years | 0.020 |
| 10 years | 0.073 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.