Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 53 |
| 1 month | -0.032 | 0 | 16 |
| 3 months | -0.017 | 0 | 53 |
| 1 year | 0.012 | 0 | 86 |
| 3 years | 0.031 | 0 | 85 |
| 5 years | 0.008 | 0 | 62 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.052 | — |
| 2024 | 0.059 | — |
| 2023 | 0.025 | — |
| 2022 | -0.107 | — |
| 2021 | 0.100 | — |
| 2020 | -0.024 | — |
| 2019 | 0.132 | — |
| 2018 | -0.086 | — |
| 2017 | 0.077 | — |
| 2016 | 0.027 | — |
| 2015 | -0.030 | — |
| 2014 | 0.095 | — |
| 2013 | 0.063 | — |
| 2012 | 0.069 | — |
| 2011 | -0.074 | — |
| 2010 | 0.034 | — |
| 2009 | 0.120 | — |
| 2008 | -0.278 | — |
| 2007 | 0.007 | — |
| 2006 | 0.057 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.017 | — | — | — |
| 2025 | 0.022 | -0.019 | 0.026 | 0.023 |
| 2024 | 0.050 | 0.003 | 0.021 | -0.015 |
| 2023 | 0.025 | -0.004 | -0.014 | 0.018 |
| 2022 | -0.020 | -0.074 | -0.044 | 0.029 |
| 2021 | 0.058 | 0.037 | -0.015 | 0.018 |
| 2020 | -0.173 | 0.102 | 0.005 | 0.066 |
| 2019 | 0.073 | 0.017 | 0.008 | 0.029 |
| 2018 | -0.032 | 0.002 | 0.010 | -0.067 |
| 2017 | 0.030 | 0.007 | 0.015 | 0.022 |
| 2016 | -0.013 | 0.016 | 0.023 | 0.001 |
| 2015 | 0.009 | -0.036 | -0.026 | 0.024 |
| 2014 | 0.012 | 0.027 | 0.024 | 0.030 |
| 2013 | 0.059 | -0.019 | 0.009 | 0.014 |
| 2012 | 0.041 | -0.014 | 0.038 | 0.003 |
| 2011 | 0.002 | -0.039 | -0.064 | 0.028 |
| 2010 | 0.027 | -0.029 | 0.016 | 0.021 |
| 2009 | -0.041 | 0.072 | 0.076 | 0.013 |
| 2008 | -0.084 | -0.002 | -0.071 | -0.150 |
| 2007 | 0.014 | 0.031 | -0.016 | -0.022 |
| 2006 | 0.028 | -0.030 | 0.029 | 0.031 |
| 2005 | 0.038 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.057 |
| 3 years | 0.007 |
| 5 years | -0.005 |
| 10 years | 0.016 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.