Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0 | 20 |
| 1 month | 0.055 | 0 | 34 |
| 3 months | 0.120 | 0 | 13 |
| 1 year | 0.203 | 0 | 26 |
| 3 years | 0.132 | 0 | 42 |
| 5 years | 0.125 | 0 | 33 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.198 | — |
| 2024 | 0.067 | — |
| 2023 | 0.114 | — |
| 2022 | -0.028 | — |
| 2021 | 0.240 | — |
| 2020 | -0.117 | — |
| 2019 | 0.176 | — |
| 2018 | -0.072 | — |
| 2017 | 0.100 | — |
| 2016 | -0.031 | — |
| 2015 | 0.109 | — |
| 2014 | 0.095 | — |
| 2013 | 0.237 | — |
| 2012 | 0.132 | — |
| 2011 | -0.071 | — |
| 2010 | 0.071 | — |
| 2009 | 0.375 | — |
| 2008 | -0.441 | — |
| 2007 | 0.005 | — |
| 2006 | 0.233 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | -0.002 | 0.031 | 0.072 |
| 2024 | 0.035 | 0.021 | 0.048 | -0.037 |
| 2023 | 0.061 | 0.004 | 0.019 | 0.026 |
| 2022 | -0.004 | -0.051 | -0.059 | 0.092 |
| 2021 | 0.105 | 0.045 | 0.007 | 0.066 |
| 2020 | -0.257 | 0.103 | -0.023 | 0.103 |
| 2019 | 0.107 | -0.016 | 0.020 | 0.059 |
| 2018 | -0.029 | 0.043 | 0.021 | -0.102 |
| 2017 | 0.055 | 0.004 | 0.022 | 0.017 |
| 2016 | -0.098 | -0.031 | 0.046 | 0.061 |
| 2015 | 0.172 | -0.016 | -0.088 | 0.054 |
| 2014 | 0.050 | 0.034 | 0.006 | 0.002 |
| 2013 | 0.046 | 0.011 | 0.084 | 0.078 |
| 2012 | 0.065 | -0.056 | 0.093 | 0.030 |
| 2011 | 0.023 | -0.007 | -0.151 | 0.077 |
| 2010 | 0.047 | -0.073 | 0.055 | 0.046 |
| 2009 | -0.112 | 0.253 | 0.200 | 0.029 |
| 2008 | -0.161 | -0.046 | -0.092 | -0.231 |
| 2007 | 0.033 | 0.075 | -0.051 | -0.045 |
| 2006 | 0.084 | -0.018 | 0.079 | 0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.143 |
| 3 years | 0.113 |
| 5 years | 0.114 |
| 10 years | 0.074 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.