Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 43 |
| 1 month | -0.002 | 0 | 84 |
| 3 months | 0.018 | 0 | 18 |
| 1 year | 0.046 | 0 | 43 |
| 3 years | 0.069 | 0 | 21 |
| 5 years | 0.023 | 0 | 34 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.046 | — |
| 2024 | 0.086 | — |
| 2023 | 0.075 | — |
| 2022 | -0.124 | — |
| 2021 | 0.050 | — |
| 2020 | 0.038 | — |
| 2019 | 0.089 | — |
| 2018 | -0.031 | — |
| 2017 | 0.036 | — |
| 2016 | 0.046 | — |
| 2015 | 0.036 | — |
| 2014 | 0.054 | — |
| 2013 | 0.050 | — |
| 2012 | 0.102 | — |
| 2011 | -0.021 | — |
| 2010 | 0.065 | — |
| 2009 | 0.141 | — |
| 2008 | -0.184 | — |
| 2007 | 0.036 | — |
| 2006 | 0.076 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | 0.018 | 0.035 | 0.018 |
| 2024 | 0.038 | 0.008 | 0.024 | 0.014 |
| 2023 | 0.021 | 0.012 | -0.010 | 0.051 |
| 2022 | -0.051 | -0.066 | -0.034 | 0.023 |
| 2021 | 0.010 | 0.019 | -0.003 | 0.023 |
| 2020 | -0.083 | 0.068 | 0.017 | 0.043 |
| 2019 | 0.052 | 0.011 | 0.009 | 0.014 |
| 2018 | -0.014 | 0.013 | 0.007 | -0.036 |
| 2017 | 0.018 | 0.001 | 0.009 | 0.008 |
| 2016 | 0.003 | 0.014 | 0.017 | 0.012 |
| 2015 | 0.062 | -0.022 | -0.020 | 0.018 |
| 2014 | 0.019 | 0.022 | 0.006 | 0.007 |
| 2013 | 0.020 | -0.009 | 0.015 | 0.023 |
| 2012 | 0.039 | 0.004 | 0.037 | 0.018 |
| 2011 | -0.002 | -0.001 | -0.047 | 0.032 |
| 2010 | 0.023 | -0.012 | 0.030 | 0.023 |
| 2009 | -0.014 | 0.064 | 0.065 | 0.022 |
| 2008 | -0.049 | -0.016 | -0.052 | -0.080 |
| 2007 | 0.019 | 0.026 | 0.001 | -0.010 |
| 2006 | 0.030 | -0.025 | 0.031 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.068 |
| 5 years | 0.023 |
| 10 years | 0.029 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.