Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.160 | 0 | 39 |
| 1 month | -0.036 | 0 | 91 |
| 3 months | 0.081 | 0 | 74 |
| 1 year | 0.183 | 0 | 36 |
| 3 years | 0.084 | 0 | 70 |
| 5 years | 0.034 | 0 | 67 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.023 | — |
| 2022 | -0.160 | — |
| 2021 | 0.025 | — |
| 2020 | 0.077 | — |
| 2019 | 0.214 | — |
| 2018 | -0.131 | — |
| 2017 | 0.200 | — |
| 2016 | 0.081 | — |
| 2015 | -0.055 | — |
| 2014 | 0.079 | — |
| 2013 | -0.024 | — |
| 2012 | 0.187 | — |
| 2011 | -0.260 | — |
| 2010 | 0.223 | — |
| 2009 | 0.459 | — |
| 2008 | -0.501 | — |
| 2007 | 0.463 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | 0.036 | 0.118 | — |
| 2024 | 0.046 | 0.072 | 0.015 | -0.026 |
| 2023 | 0.013 | 0.009 | -0.022 | 0.024 |
| 2022 | -0.053 | -0.048 | -0.075 | 0.007 |
| 2021 | 0.089 | 0.029 | -0.073 | -0.013 |
| 2020 | -0.229 | 0.158 | 0.028 | 0.174 |
| 2019 | 0.118 | 0.000 | -0.007 | 0.093 |
| 2018 | -0.025 | -0.018 | -0.015 | -0.078 |
| 2017 | 0.091 | -0.003 | 0.048 | 0.053 |
| 2016 | -0.012 | 0.026 | 0.067 | -0.001 |
| 2015 | 0.151 | -0.032 | -0.173 | 0.025 |
| 2014 | -0.019 | 0.071 | 0.039 | -0.011 |
| 2013 | 0.069 | -0.048 | -0.014 | -0.027 |
| 2012 | 0.088 | 0.020 | 0.043 | 0.026 |
| 2011 | -0.138 | -0.052 | -0.055 | -0.042 |
| 2010 | 0.172 | -0.044 | 0.059 | 0.030 |
| 2009 | -0.046 | 0.332 | 0.180 | -0.026 |
| 2008 | -0.155 | 0.058 | -0.163 | -0.333 |
| 2007 | 0.109 | 0.137 | 0.072 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | 0.070 |
| 5 years | 0.026 |
| 10 years | 0.042 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.