Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 48 |
| 1 month | 0.016 | 0 | 51 |
| 3 months | 0.032 | 0 | 39 |
| 1 year | 0.047 | 0 | 70 |
| 3 years | 0.057 | 0 | 68 |
| 5 years | 0.025 | 0 | 53 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.044 | — |
| 2024 | 0.070 | — |
| 2023 | 0.058 | — |
| 2022 | -0.143 | — |
| 2021 | 0.080 | — |
| 2020 | 0.028 | — |
| 2019 | 0.128 | — |
| 2018 | -0.048 | — |
| 2017 | 0.071 | — |
| 2016 | 0.013 | — |
| 2015 | 0.002 | — |
| 2014 | 0.086 | — |
| 2013 | 0.099 | — |
| 2012 | 0.087 | — |
| 2011 | -0.031 | — |
| 2010 | 0.003 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.002 | 0.012 | 0.023 |
| 2024 | 0.046 | 0.010 | 0.015 | -0.001 |
| 2023 | 0.033 | 0.013 | -0.013 | 0.024 |
| 2022 | -0.051 | -0.082 | -0.037 | 0.021 |
| 2021 | 0.025 | 0.033 | -0.006 | 0.026 |
| 2020 | -0.081 | 0.059 | 0.021 | 0.033 |
| 2019 | 0.063 | 0.024 | 0.019 | 0.017 |
| 2018 | -0.024 | 0.010 | 0.008 | -0.042 |
| 2017 | 0.028 | 0.002 | 0.018 | 0.021 |
| 2016 | -0.024 | 0.018 | 0.017 | 0.003 |
| 2015 | 0.018 | -0.024 | -0.018 | 0.027 |
| 2014 | 0.017 | 0.024 | 0.021 | 0.022 |
| 2013 | 0.064 | -0.009 | 0.024 | 0.018 |
| 2012 | 0.049 | -0.006 | 0.030 | 0.012 |
| 2011 | 0.004 | -0.010 | -0.058 | 0.035 |
| 2010 | 0.025 | -0.038 | 0.013 | 0.004 |
| 2009 | 0.012 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | 0.030 |
| 5 years | 0.009 |
| 10 years | 0.025 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.