Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 67 |
| 1 month | 0.031 | 0 | 79 |
| 3 months | 0.096 | 0 | 76 |
| 1 year | 0.167 | 0 | 85 |
| 3 years | 0.147 | 0 | 47 |
| 5 years | 0.123 | 0 | 56 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.230 | — |
| 2024 | 0.096 | — |
| 2023 | 0.129 | — |
| 2022 | -0.034 | — |
| 2021 | 0.188 | — |
| 2020 | -0.125 | — |
| 2019 | 0.204 | — |
| 2018 | -0.132 | — |
| 2017 | 0.051 | — |
| 2016 | -0.007 | — |
| 2015 | 0.061 | — |
| 2014 | -0.014 | — |
| 2013 | 0.248 | — |
| 2012 | 0.179 | — |
| 2011 | -0.083 | — |
| 2010 | 0.118 | — |
| 2009 | 0.210 | — |
| 2008 | -0.379 | — |
| 2007 | 0.070 | — |
| 2006 | 0.178 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.099 | 0.012 | 0.041 | 0.062 |
| 2024 | 0.059 | 0.032 | 0.029 | -0.025 |
| 2023 | 0.031 | 0.050 | 0.000 | 0.043 |
| 2022 | -0.034 | -0.030 | -0.076 | 0.116 |
| 2021 | 0.098 | 0.032 | 0.012 | 0.035 |
| 2020 | -0.341 | 0.162 | -0.005 | 0.149 |
| 2019 | 0.089 | 0.011 | 0.022 | 0.071 |
| 2018 | -0.025 | -0.001 | 0.015 | -0.121 |
| 2017 | 0.032 | 0.010 | 0.016 | -0.008 |
| 2016 | -0.087 | -0.028 | 0.037 | 0.079 |
| 2015 | 0.148 | -0.023 | -0.097 | 0.048 |
| 2014 | -0.001 | 0.012 | -0.017 | -0.007 |
| 2013 | 0.033 | 0.013 | 0.106 | 0.078 |
| 2012 | 0.078 | -0.028 | 0.064 | 0.058 |
| 2011 | 0.006 | 0.005 | -0.167 | 0.090 |
| 2010 | 0.052 | -0.021 | 0.024 | 0.059 |
| 2009 | -0.089 | 0.126 | 0.158 | 0.018 |
| 2008 | -0.128 | -0.051 | -0.086 | -0.178 |
| 2007 | 0.047 | 0.070 | -0.026 | -0.019 |
| 2006 | 0.080 | -0.037 | 0.055 | 0.073 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.125 |
| 5 years | 0.110 |
| 10 years | 0.066 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.