Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.137 | 0 | 12 |
| 1 month | 0.053 | 0 | 43 |
| 3 months | 0.072 | 0 | 50 |
| 1 year | 0.329 | 0 | 5 |
| 3 years | 0.196 | 0 | 6 |
| 5 years | 0.143 | 0 | 4 |
| 10 years | 0.133 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.108 | — |
| 2024 | 0.258 | — |
| 2023 | 0.161 | — |
| 2022 | -0.101 | — |
| 2021 | 0.329 | — |
| 2020 | 0.055 | — |
| 2019 | 0.280 | — |
| 2018 | -0.049 | — |
| 2017 | 0.089 | — |
| 2016 | 0.105 | — |
| 2015 | 0.127 | — |
| 2014 | 0.218 | — |
| 2013 | 0.190 | — |
| 2012 | 0.120 | — |
| 2011 | -0.024 | — |
| 2010 | 0.190 | — |
| 2009 | 0.202 | — |
| 2008 | -0.343 | — |
| 2007 | -0.031 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.008 | — | — | — |
| 2025 | -0.072 | 0.040 | 0.100 | 0.044 |
| 2024 | 0.131 | 0.046 | -0.001 | 0.064 |
| 2023 | 0.045 | 0.057 | -0.013 | 0.065 |
| 2022 | -0.020 | -0.093 | -0.011 | 0.023 |
| 2021 | 0.102 | 0.063 | 0.020 | 0.112 |
| 2020 | -0.188 | 0.155 | 0.009 | 0.114 |
| 2019 | 0.128 | 0.025 | 0.044 | 0.060 |
| 2018 | -0.013 | 0.058 | 0.056 | -0.138 |
| 2017 | 0.051 | -0.021 | 0.022 | 0.035 |
| 2016 | -0.070 | 0.023 | 0.049 | 0.106 |
| 2015 | 0.164 | -0.027 | -0.085 | 0.088 |
| 2014 | 0.028 | 0.051 | 0.070 | 0.054 |
| 2013 | 0.098 | -0.012 | 0.028 | 0.067 |
| 2012 | 0.092 | -0.021 | 0.049 | -0.001 |
| 2011 | -0.014 | -0.012 | -0.097 | 0.111 |
| 2010 | 0.100 | -0.023 | 0.002 | 0.104 |
| 2009 | -0.060 | 0.114 | 0.091 | 0.053 |
| 2008 | -0.155 | -0.007 | -0.043 | -0.182 |
| 2007 | -0.001 | 0.044 | -0.033 | -0.040 |
| 2006 | 0.051 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.292 |
| 3 years | 0.185 |
| 5 years | 0.137 |
| 10 years | 0.130 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.