Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 16 |
| 1 month | 0.013 | 0 | 8 |
| 3 months | -0.016 | 0 | 92 |
| 1 year | 0.065 | 0 | 81 |
| 3 years | 0.092 | 0 | 59 |
| 5 years | 0.072 | 0 | 75 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.002 | — |
| 2024 | 0.158 | — |
| 2023 | 0.112 | — |
| 2022 | 0.006 | — |
| 2021 | 0.081 | — |
| 2020 | 0.110 | — |
| 2019 | 0.082 | — |
| 2018 | -0.002 | — |
| 2017 | 0.072 | — |
| 2016 | 0.063 | — |
| 2015 | 0.018 | — |
| 2014 | 0.198 | — |
| 2013 | 0.028 | — |
| 2012 | 0.168 | — |
| 2011 | -0.026 | — |
| 2010 | 0.057 | — |
| 2009 | 0.174 | — |
| 2008 | -0.033 | — |
| 2007 | 0.182 | — |
| 2006 | 0.102 | — |
| 2005 | 0.099 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | 0.044 | 0.008 | -0.029 |
| 2024 | 0.032 | 0.065 | 0.036 | 0.018 |
| 2023 | 0.006 | 0.049 | 0.018 | 0.035 |
| 2022 | 0.001 | -0.043 | 0.030 | 0.019 |
| 2021 | 0.001 | 0.028 | 0.047 | 0.004 |
| 2020 | -0.052 | 0.066 | 0.021 | 0.075 |
| 2019 | 0.028 | 0.019 | 0.009 | 0.024 |
| 2018 | -0.024 | -0.010 | 0.001 | 0.032 |
| 2017 | 0.035 | 0.024 | -0.003 | 0.014 |
| 2016 | -0.003 | 0.030 | 0.045 | -0.010 |
| 2015 | 0.015 | -0.013 | 0.022 | -0.006 |
| 2014 | 0.046 | 0.065 | 0.018 | 0.056 |
| 2013 | -0.003 | 0.019 | -0.027 | 0.040 |
| 2012 | 0.060 | 0.016 | 0.048 | 0.035 |
| 2011 | -0.015 | 0.006 | -0.009 | -0.008 |
| 2010 | 0.007 | 0.010 | 0.035 | 0.004 |
| 2009 | -0.024 | 0.098 | 0.062 | 0.032 |
| 2008 | -0.048 | -0.030 | -0.009 | 0.057 |
| 2007 | -0.008 | 0.061 | 0.055 | 0.065 |
| 2006 | 0.028 | -0.006 | 0.042 | 0.035 |
| 2005 | -0.003 | 0.025 | 0.054 | 0.020 |
| 2004 | -0.014 | 0.031 | 0.037 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.092 |
| 5 years | 0.072 |
| 10 years | 0.072 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.