Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 41 |
| 1 month | 0.014 | 0 | 37 |
| 3 months | 0.004 | 0 | 41 |
| 1 year | -0.005 | 0 | 49 |
| 3 years | 0.000 | 0 | 48 |
| 5 years | -0.035 | 0 | 56 |
| 10 years | -0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.008 | — |
| 2024 | -0.022 | — |
| 2023 | 0.015 | — |
| 2022 | -0.153 | — |
| 2021 | -0.036 | — |
| 2020 | 0.042 | — |
| 2019 | 0.037 | — |
| 2018 | -0.008 | — |
| 2017 | -0.005 | — |
| 2016 | 0.013 | — |
| 2015 | -0.007 | — |
| 2014 | 0.076 | — |
| 2013 | -0.008 | — |
| 2012 | 0.035 | — |
| 2011 | 0.044 | — |
| 2010 | 0.037 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.002 | -0.005 | -0.005 |
| 2024 | -0.013 | -0.014 | 0.028 | -0.023 |
| 2023 | 0.020 | -0.014 | -0.034 | 0.045 |
| 2022 | -0.052 | -0.051 | -0.046 | -0.013 |
| 2021 | -0.034 | 0.004 | -0.003 | -0.002 |
| 2020 | 0.034 | 0.005 | 0.004 | -0.001 |
| 2019 | 0.018 | 0.021 | 0.021 | -0.022 |
| 2018 | -0.001 | -0.007 | -0.014 | 0.014 |
| 2017 | -0.006 | 0.002 | -0.001 | 0.000 |
| 2016 | 0.034 | 0.023 | -0.007 | -0.035 |
| 2015 | 0.014 | -0.031 | 0.016 | -0.005 |
| 2014 | 0.019 | 0.016 | 0.014 | 0.025 |
| 2013 | 0.006 | -0.017 | 0.005 | -0.001 |
| 2012 | 0.003 | 0.014 | 0.012 | 0.005 |
| 2011 | -0.008 | 0.013 | 0.037 | 0.003 |
| 2010 | 0.013 | 0.029 | 0.019 | -0.024 |
| 2009 | -0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.063 |
| 3 years | -0.020 |
| 5 years | -0.046 |
| 10 years | -0.022 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.