Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 38 |
| 1 month | 0.005 | 0 | 21 |
| 3 months | 0.010 | 0 | 67 |
| 1 year | 0.047 | 0 | 62 |
| 3 years | 0.048 | 0 | 86 |
| 5 years | 0.014 | 0 | 98 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.053 | — |
| 2024 | 0.035 | — |
| 2023 | 0.048 | — |
| 2022 | -0.059 | — |
| 2021 | -0.019 | — |
| 2020 | 0.044 | — |
| 2019 | 0.050 | — |
| 2018 | -0.003 | — |
| 2017 | 0.009 | — |
| 2016 | -0.002 | — |
| 2015 | 0.004 | — |
| 2014 | 0.027 | — |
| 2013 | 0.031 | — |
| 2012 | 0.111 | — |
| 2011 | -0.022 | — |
| 2010 | 0.001 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.014 | 0.012 | 0.009 |
| 2024 | 0.003 | 0.006 | 0.034 | -0.008 |
| 2023 | 0.015 | -0.004 | 0.001 | 0.035 |
| 2022 | -0.035 | -0.021 | -0.020 | 0.016 |
| 2021 | -0.010 | 0.003 | -0.002 | -0.010 |
| 2020 | -0.013 | 0.046 | 0.005 | 0.007 |
| 2019 | 0.022 | 0.016 | 0.006 | 0.004 |
| 2018 | -0.008 | -0.001 | 0.003 | 0.003 |
| 2017 | 0.004 | 0.004 | 0.003 | -0.003 |
| 2016 | 0.012 | 0.009 | 0.000 | -0.022 |
| 2015 | 0.011 | -0.006 | 0.003 | -0.003 |
| 2014 | 0.014 | 0.015 | -0.004 | 0.001 |
| 2013 | 0.010 | -0.008 | 0.016 | 0.013 |
| 2012 | 0.052 | -0.007 | 0.038 | 0.025 |
| 2011 | 0.007 | 0.009 | -0.047 | 0.009 |
| 2010 | 0.014 | -0.017 | 0.029 | -0.023 |
| 2009 | 0.062 | 0.009 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.044 |
| 5 years | 0.012 |
| 10 years | 0.015 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.