Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.228 | 0.130 | 25 |
| 1 month | -0.153 | 0.013 | 21 |
| 3 months | -0.228 | 0.064 | 25 |
| 1 year | -0.131 | 0.533 | 34 |
| 3 years | -0.013 | 0.149 | 60 |
| 5 years | 0.003 | 0.157 | 59 |
| 10 years | 0.051 | 0.093 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2020 | — | 0.249 |
| 2019 | 0.259 | 0.265 |
| 2018 | -0.142 | -0.142 |
| 2017 | 0.245 | 0.254 |
| 2016 | 0.018 | 0.093 |
| 2015 | -0.021 | -0.012 |
| 2014 | 0.050 | -0.004 |
| 2013 | 0.246 | 0.310 |
| 2012 | 0.180 | 0.185 |
| 2011 | -0.092 | -0.118 |
| 2010 | 0.201 | 0.206 |
| 2009 | 0.488 | 0.472 |
| 2008 | -0.497 | -0.447 |
| 2007 | — | 0.099 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -0.228 | — | — | — |
| 2019 | 0.120 | 0.047 | 0.015 | 0.058 |
| 2018 | -0.022 | 0.003 | 0.008 | -0.132 |
| 2017 | 0.081 | 0.062 | 0.058 | 0.025 |
| 2016 | -0.013 | 0.011 | 0.060 | -0.037 |
| 2015 | 0.019 | 0.036 | -0.115 | 0.048 |
| 2014 | 0.032 | 0.068 | -0.036 | -0.012 |
| 2013 | 0.071 | 0.006 | 0.093 | 0.058 |
| 2012 | 0.136 | -0.055 | 0.048 | 0.048 |
| 2011 | 0.045 | 0.009 | -0.180 | 0.050 |
| 2010 | 0.058 | -0.088 | 0.169 | 0.063 |
| 2009 | -0.051 | 0.249 | 0.191 | 0.054 |
| 2008 | -0.134 | -0.022 | -0.192 | -0.266 |
| 2007 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.131 |
| 3 years | -0.013 |
| 5 years | 0.003 |
| 10 years | 0.051 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.