Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 72 |
| 1 month | 0.040 | 0 | 67 |
| 3 months | -0.070 | 0 | 84 |
| 1 year | 0.211 | 0 | 33 |
| 3 years | 0.107 | 0 | 57 |
| 5 years | -0.039 | 0 | 86 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.342 | — |
| 2024 | 0.167 | — |
| 2023 | -0.155 | — |
| 2022 | -0.245 | — |
| 2021 | -0.158 | — |
| 2020 | 0.153 | — |
| 2019 | 0.132 | — |
| 2018 | -0.147 | — |
| 2017 | 0.388 | — |
| 2016 | -0.005 | — |
| 2015 | -0.075 | — |
| 2014 | 0.033 | — |
| 2013 | 0.048 | — |
| 2012 | 0.227 | — |
| 2011 | -0.210 | — |
| 2010 | 0.108 | — |
| 2009 | 0.567 | — |
| 2008 | -0.464 | — |
| 2007 | 0.434 | — |
| 2006 | 0.379 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.038 | — | — | — |
| 2025 | 0.155 | 0.057 | 0.161 | -0.054 |
| 2024 | -0.010 | 0.070 | 0.180 | -0.067 |
| 2023 | 0.011 | -0.077 | -0.044 | -0.053 |
| 2022 | -0.133 | 0.000 | -0.221 | 0.118 |
| 2021 | -0.002 | 0.078 | -0.167 | -0.061 |
| 2020 | -0.137 | 0.113 | 0.057 | 0.136 |
| 2019 | 0.127 | -0.021 | -0.069 | 0.102 |
| 2018 | 0.007 | -0.046 | -0.032 | -0.082 |
| 2017 | 0.106 | 0.066 | 0.087 | 0.083 |
| 2016 | -0.053 | 0.011 | 0.108 | -0.063 |
| 2015 | 0.054 | 0.059 | -0.204 | 0.041 |
| 2014 | -0.054 | 0.051 | -0.005 | 0.045 |
| 2013 | -0.020 | -0.054 | 0.097 | 0.031 |
| 2012 | 0.104 | -0.047 | 0.069 | 0.091 |
| 2011 | 0.001 | -0.019 | -0.231 | 0.046 |
| 2010 | -0.014 | -0.049 | 0.141 | 0.035 |
| 2009 | -0.025 | 0.348 | 0.111 | 0.074 |
| 2008 | -0.186 | -0.029 | -0.205 | -0.147 |
| 2007 | 0.034 | 0.145 | 0.209 | 0.003 |
| 2006 | 0.089 | 0.019 | 0.072 | 0.160 |
| 2005 | -0.023 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.211 |
| 3 years | 0.107 |
| 5 years | -0.039 |
| 10 years | 0.031 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.