Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 25 |
| 1 month | -0.076 | 0 | 27 |
| 3 months | -0.008 | 0 | 25 |
| 1 year | 0.105 | 0 | 34 |
| 3 years | 0.108 | 0 | 24 |
| 5 years | 0.083 | 0 | 32 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.183 | — |
| 2024 | 0.076 | — |
| 2023 | 0.146 | — |
| 2022 | -0.106 | — |
| 2021 | 0.243 | — |
| 2020 | -0.012 | — |
| 2019 | 0.268 | — |
| 2018 | -0.096 | — |
| 2017 | 0.110 | — |
| 2016 | 0.032 | — |
| 2015 | 0.086 | — |
| 2014 | 0.078 | — |
| 2013 | 0.198 | — |
| 2012 | 0.176 | — |
| 2011 | -0.078 | — |
| 2010 | 0.116 | — |
| 2009 | 0.322 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.008 | — | — | — |
| 2025 | 0.062 | 0.015 | 0.027 | 0.069 |
| 2024 | 0.067 | 0.022 | 0.031 | -0.043 |
| 2023 | 0.063 | 0.026 | -0.013 | 0.065 |
| 2022 | -0.059 | -0.086 | -0.072 | 0.121 |
| 2021 | 0.079 | 0.066 | 0.002 | 0.079 |
| 2020 | -0.221 | 0.127 | 0.013 | 0.111 |
| 2019 | 0.126 | 0.038 | 0.026 | 0.057 |
| 2018 | -0.040 | 0.044 | 0.014 | -0.110 |
| 2017 | 0.062 | 0.010 | 0.030 | 0.005 |
| 2016 | -0.068 | 0.003 | 0.043 | 0.059 |
| 2015 | 0.166 | -0.029 | -0.089 | 0.054 |
| 2014 | 0.024 | 0.045 | 0.007 | 0.001 |
| 2013 | 0.054 | -0.016 | 0.092 | 0.058 |
| 2012 | 0.079 | -0.026 | 0.074 | 0.043 |
| 2011 | 0.007 | 0.005 | -0.163 | 0.088 |
| 2010 | 0.041 | -0.058 | 0.070 | 0.064 |
| 2009 | -0.106 | 0.193 | 0.180 | 0.051 |
| 2008 | -0.110 | -0.217 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.102 |
| 5 years | 0.080 |
| 10 years | 0.082 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.