Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.068 | 0 | 24 |
| 1 month | 0.038 | 0 | 30 |
| 3 months | 0.095 | 0 | 22 |
| 1 year | 0.194 | 0 | 18 |
| 3 years | 0.168 | 0 | 9 |
| 5 years | 0.139 | 0 | 10 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.238 | — |
| 2024 | 0.104 | — |
| 2023 | 0.215 | — |
| 2022 | -0.108 | — |
| 2021 | 0.248 | — |
| 2020 | -0.017 | — |
| 2019 | 0.229 | — |
| 2018 | -0.141 | — |
| 2017 | 0.093 | — |
| 2016 | 0.059 | — |
| 2015 | 0.115 | — |
| 2014 | 0.048 | — |
| 2013 | 0.240 | — |
| 2012 | 0.185 | — |
| 2011 | -0.138 | — |
| 2010 | -0.026 | — |
| 2009 | 0.260 | — |
| 2008 | -0.423 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.076 | 0.056 | 0.038 | 0.050 |
| 2024 | 0.109 | -0.011 | 0.030 | -0.023 |
| 2023 | 0.118 | 0.039 | -0.034 | 0.083 |
| 2022 | -0.085 | -0.103 | -0.040 | 0.132 |
| 2021 | 0.097 | 0.055 | 0.009 | 0.068 |
| 2020 | -0.257 | 0.166 | 0.008 | 0.127 |
| 2019 | 0.094 | 0.046 | 0.024 | 0.049 |
| 2018 | -0.035 | 0.024 | -0.001 | -0.131 |
| 2017 | 0.065 | 0.010 | 0.040 | -0.023 |
| 2016 | -0.067 | -0.040 | 0.069 | 0.106 |
| 2015 | 0.194 | -0.037 | -0.089 | 0.064 |
| 2014 | 0.027 | 0.030 | -0.001 | -0.008 |
| 2013 | 0.000 | 0.019 | 0.133 | 0.074 |
| 2012 | 0.073 | -0.058 | 0.089 | 0.076 |
| 2011 | 0.044 | 0.004 | -0.231 | 0.068 |
| 2010 | -0.010 | -0.100 | 0.070 | 0.022 |
| 2009 | -0.152 | 0.194 | 0.199 | 0.037 |
| 2008 | -0.174 | -0.051 | -0.091 | -0.190 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.152 |
| 5 years | 0.130 |
| 10 years | 0.096 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.