Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 58 |
| 1 month | 0.005 | 0 | 57 |
| 3 months | -0.008 | 0 | 64 |
| 1 year | 0.036 | 0 | 45 |
| 3 years | 0.134 | 0 | 10 |
| 5 years | 0.093 | 0 | 7 |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.060 | — |
| 2024 | 0.289 | — |
| 2023 | 0.134 | — |
| 2022 | -0.166 | — |
| 2021 | 0.267 | — |
| 2020 | 0.064 | — |
| 2019 | 0.257 | — |
| 2018 | -0.073 | — |
| 2017 | 0.178 | — |
| 2016 | 0.101 | — |
| 2015 | 0.004 | — |
| 2014 | 0.178 | — |
| 2013 | 0.235 | — |
| 2012 | 0.137 | — |
| 2011 | -0.048 | — |
| 2010 | 0.010 | — |
| 2009 | 0.268 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | 0.005 | 0.074 | 0.026 |
| 2024 | 0.169 | 0.025 | -0.001 | 0.077 |
| 2023 | 0.065 | 0.049 | -0.011 | 0.026 |
| 2022 | -0.041 | -0.128 | -0.034 | 0.032 |
| 2021 | 0.126 | 0.058 | 0.011 | 0.052 |
| 2020 | -0.214 | 0.173 | 0.048 | 0.100 |
| 2019 | 0.137 | 0.017 | 0.029 | 0.056 |
| 2018 | -0.029 | 0.058 | 0.033 | -0.126 |
| 2017 | 0.048 | -0.005 | 0.061 | 0.065 |
| 2016 | -0.044 | 0.028 | 0.045 | 0.071 |
| 2015 | 0.001 | -0.034 | -0.042 | 0.084 |
| 2014 | 0.006 | 0.055 | 0.056 | 0.051 |
| 2013 | 0.114 | 0.007 | 0.034 | 0.064 |
| 2012 | 0.080 | -0.004 | 0.060 | -0.002 |
| 2011 | 0.031 | -0.077 | -0.099 | 0.110 |
| 2010 | 0.051 | -0.105 | 0.032 | 0.041 |
| 2009 | -0.056 | 0.156 | 0.120 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.115 |
| 5 years | 0.082 |
| 10 years | 0.105 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.