Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 51 |
| 1 month | 0.023 | 0 | 42 |
| 3 months | 0.055 | 0 | 37 |
| 1 year | 0.120 | 0 | 29 |
| 3 years | 0.104 | 0 | 37 |
| 5 years | 0.068 | 0 | 45 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.145 | — |
| 2024 | 0.071 | — |
| 2023 | 0.113 | — |
| 2022 | -0.127 | — |
| 2021 | 0.148 | — |
| 2020 | 0.027 | — |
| 2019 | 0.205 | — |
| 2018 | -0.116 | — |
| 2017 | 0.094 | — |
| 2016 | 0.055 | — |
| 2015 | 0.045 | — |
| 2014 | 0.028 | — |
| 2013 | 0.136 | — |
| 2012 | 0.132 | — |
| 2011 | -0.181 | — |
| 2010 | 0.074 | — |
| 2009 | 0.311 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | 0.041 | 0.032 | 0.036 |
| 2024 | 0.053 | 0.005 | 0.032 | -0.019 |
| 2023 | 0.054 | 0.019 | -0.017 | 0.054 |
| 2022 | -0.063 | -0.093 | -0.041 | 0.071 |
| 2021 | 0.066 | 0.036 | 0.001 | 0.039 |
| 2020 | -0.206 | 0.153 | 0.018 | 0.103 |
| 2019 | 0.106 | 0.033 | 0.014 | 0.041 |
| 2018 | -0.032 | 0.015 | 0.004 | -0.104 |
| 2017 | 0.046 | 0.008 | 0.033 | 0.005 |
| 2016 | -0.033 | -0.005 | 0.055 | 0.039 |
| 2015 | 0.099 | -0.030 | -0.066 | 0.050 |
| 2014 | 0.004 | 0.024 | -0.007 | 0.007 |
| 2013 | 0.041 | 0.001 | 0.046 | 0.042 |
| 2012 | 0.074 | -0.029 | 0.056 | 0.028 |
| 2011 | -0.003 | -0.015 | -0.202 | 0.046 |
| 2010 | 0.023 | -0.063 | 0.064 | 0.053 |
| 2009 | -0.072 | 0.184 | 0.137 | 0.049 |
| 2008 | -0.082 | -0.163 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.081 |
| 5 years | 0.055 |
| 10 years | 0.060 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.