Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | — |
| 1 month | -0.009 | 0 | — |
| 3 months | -0.008 | 0 | — |
| 1 year | 0.021 | 0 | — |
| 3 years | 0.057 | 0 | — |
| 5 years | 0.037 | 0 | — |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.033 | — |
| 2024 | 0.087 | — |
| 2023 | 0.098 | — |
| 2022 | -0.047 | — |
| 2021 | 0.043 | — |
| 2020 | 0.001 | — |
| 2019 | 0.069 | — |
| 2018 | 0.001 | — |
| 2017 | 0.027 | — |
| 2016 | 0.076 | — |
| 2015 | 0.008 | — |
| 2014 | 0.016 | — |
| 2013 | 0.046 | — |
| 2012 | 0.092 | — |
| 2011 | 0.012 | — |
| 2010 | 0.069 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.015 | 0.014 | 0.005 |
| 2024 | 0.035 | 0.010 | 0.019 | 0.020 |
| 2023 | 0.035 | 0.028 | 0.020 | 0.012 |
| 2022 | -0.007 | -0.054 | 0.000 | 0.015 |
| 2021 | 0.011 | 0.014 | 0.012 | 0.006 |
| 2020 | -0.141 | 0.085 | 0.036 | 0.036 |
| 2019 | 0.034 | 0.012 | 0.005 | 0.016 |
| 2018 | 0.013 | 0.005 | 0.017 | -0.033 |
| 2017 | 0.007 | 0.005 | 0.006 | 0.009 |
| 2016 | 0.016 | 0.018 | 0.023 | 0.017 |
| 2015 | 0.022 | 0.003 | -0.005 | -0.011 |
| 2014 | 0.007 | 0.008 | -0.002 | 0.003 |
| 2013 | 0.018 | 0.002 | 0.012 | 0.013 |
| 2012 | 0.037 | 0.008 | 0.030 | 0.013 |
| 2011 | 0.021 | 0.000 | -0.037 | 0.028 |
| 2010 | 0.035 | -0.025 | 0.027 | 0.032 |
| 2009 | 0.076 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.050 |
| 5 years | 0.032 |
| 10 years | 0.036 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.