Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 35 |
| 1 month | 0.011 | 0 | 33 |
| 3 months | -0.041 | 0 | 74 |
| 1 year | 0.128 | 0 | 72 |
| 3 years | 0.191 | 0 | 36 |
| 5 years | 0.128 | 0 | 76 |
| 10 years | 0.140 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.022 | — |
| 2024 | 0.297 | — |
| 2023 | 0.309 | — |
| 2022 | -0.052 | — |
| 2021 | 0.243 | — |
| 2020 | 0.132 | — |
| 2019 | 0.089 | — |
| 2018 | -0.130 | — |
| 2017 | 0.546 | — |
| 2016 | 0.019 | — |
| 2015 | -0.056 | — |
| 2014 | 0.308 | — |
| 2013 | 0.029 | — |
| 2012 | 0.208 | — |
| 2011 | -0.204 | — |
| 2010 | 0.165 | — |
| 2009 | 0.669 | — |
| 2008 | -0.416 | — |
| 2007 | 0.537 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.118 | 0.115 | -0.026 | 0.021 |
| 2024 | 0.032 | 0.119 | 0.112 | 0.011 |
| 2023 | -0.027 | 0.158 | 0.015 | 0.145 |
| 2022 | -0.030 | -0.110 | 0.105 | -0.007 |
| 2021 | 0.040 | 0.078 | 0.072 | 0.035 |
| 2020 | -0.261 | 0.171 | 0.156 | 0.131 |
| 2019 | 0.030 | 0.019 | -0.031 | 0.071 |
| 2018 | -0.053 | 0.021 | -0.066 | -0.037 |
| 2017 | 0.155 | 0.134 | 0.078 | 0.095 |
| 2016 | -0.044 | 0.064 | 0.068 | -0.061 |
| 2015 | 0.028 | -0.016 | -0.068 | 0.002 |
| 2014 | 0.031 | 0.152 | 0.051 | 0.048 |
| 2013 | -0.060 | 0.007 | -0.005 | 0.092 |
| 2012 | 0.106 | -0.016 | 0.066 | 0.041 |
| 2011 | -0.037 | -0.015 | -0.099 | -0.069 |
| 2010 | 0.027 | 0.018 | 0.107 | 0.007 |
| 2009 | 0.024 | 0.370 | 0.169 | 0.017 |
| 2008 | -0.200 | -0.117 | 0.005 | -0.177 |
| 2007 | -0.042 | 0.121 | 0.187 | 0.206 |
| 2006 | -0.099 | 0.151 | 0.079 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.191 |
| 5 years | 0.128 |
| 10 years | 0.140 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.