Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 32 |
| 1 month | 0.012 | 0 | 16 |
| 3 months | 0.019 | 0 | 16 |
| 1 year | 0.074 | 0 | 24 |
| 3 years | 0.066 | 0 | 39 |
| 5 years | 0.018 | 0 | 58 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.082 | — |
| 2024 | 0.047 | — |
| 2023 | 0.071 | — |
| 2022 | -0.133 | — |
| 2021 | 0.005 | — |
| 2020 | 0.049 | — |
| 2019 | 0.114 | — |
| 2018 | -0.041 | — |
| 2017 | 0.073 | — |
| 2016 | 0.101 | — |
| 2015 | -0.073 | — |
| 2014 | 0.030 | — |
| 2013 | 0.062 | — |
| 2012 | 0.138 | — |
| 2011 | 0.026 | — |
| 2010 | 0.118 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.025 | 0.024 | 0.011 |
| 2024 | 0.005 | 0.001 | 0.058 | -0.017 |
| 2023 | 0.029 | -0.007 | -0.023 | 0.073 |
| 2022 | -0.058 | -0.081 | -0.027 | 0.030 |
| 2021 | -0.019 | 0.030 | -0.001 | -0.005 |
| 2020 | -0.100 | 0.066 | 0.033 | 0.059 |
| 2019 | 0.047 | 0.027 | 0.010 | 0.026 |
| 2018 | -0.003 | -0.013 | 0.011 | -0.037 |
| 2017 | 0.033 | 0.025 | 0.011 | 0.002 |
| 2016 | 0.035 | 0.048 | 0.032 | -0.016 |
| 2015 | -0.003 | -0.011 | -0.044 | -0.017 |
| 2014 | 0.028 | 0.036 | -0.024 | -0.009 |
| 2013 | 0.027 | -0.015 | 0.024 | 0.025 |
| 2012 | 0.062 | -0.001 | 0.043 | 0.028 |
| 2011 | 0.032 | 0.022 | -0.052 | 0.027 |
| 2010 | 0.039 | -0.012 | 0.071 | 0.016 |
| 2009 | 0.171 | 0.132 | 0.040 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.056 |
| 5 years | 0.012 |
| 10 years | 0.035 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.