Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 42 |
| 1 month | -0.107 | 0 | 99 |
| 3 months | -0.004 | 0 | 42 |
| 1 year | 0.382 | 0 | 9 |
| 3 years | 0.272 | 0 | 14 |
| 5 years | 0.153 | 0 | 47 |
| 10 years | 0.107 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.577 | — |
| 2024 | 0.124 | — |
| 2023 | 0.226 | — |
| 2022 | -0.137 | — |
| 2021 | 0.130 | — |
| 2020 | 0.003 | — |
| 2019 | 0.063 | — |
| 2018 | -0.122 | — |
| 2017 | 0.262 | — |
| 2016 | 0.062 | — |
| 2015 | 0.127 | — |
| 2014 | 0.045 | — |
| 2013 | 0.416 | — |
| 2012 | 0.088 | — |
| 2011 | -0.169 | — |
| 2010 | 0.040 | — |
| 2009 | 0.207 | — |
| 2008 | -0.460 | — |
| 2007 | 0.000 | — |
| 2006 | 0.337 | — |
| 2005 | 0.320 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.004 | — | — | — |
| 2025 | 0.136 | 0.161 | 0.071 | 0.115 |
| 2024 | 0.042 | 0.055 | 0.021 | 0.001 |
| 2023 | 0.050 | 0.055 | 0.022 | 0.084 |
| 2022 | -0.054 | -0.058 | -0.113 | 0.090 |
| 2021 | 0.037 | 0.048 | 0.024 | 0.015 |
| 2020 | -0.277 | 0.130 | -0.047 | 0.288 |
| 2019 | 0.047 | -0.010 | -0.040 | 0.068 |
| 2018 | 0.022 | 0.014 | -0.012 | -0.143 |
| 2017 | 0.094 | 0.066 | 0.003 | 0.078 |
| 2016 | -0.038 | -0.060 | 0.118 | 0.051 |
| 2015 | 0.215 | -0.060 | -0.090 | 0.084 |
| 2014 | 0.099 | 0.005 | -0.046 | -0.008 |
| 2013 | 0.036 | 0.037 | 0.162 | 0.134 |
| 2012 | 0.061 | -0.106 | 0.066 | 0.076 |
| 2011 | 0.093 | -0.032 | -0.205 | -0.012 |
| 2010 | 0.033 | -0.131 | 0.122 | 0.033 |
| 2009 | -0.123 | 0.204 | 0.172 | -0.025 |
| 2008 | -0.073 | -0.078 | -0.208 | -0.203 |
| 2007 | 0.115 | 0.049 | -0.077 | -0.073 |
| 2006 | 0.141 | -0.050 | 0.116 | 0.106 |
| 2005 | 0.111 | 0.102 | 0.107 | -0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.382 |
| 3 years | 0.272 |
| 5 years | 0.153 |
| 10 years | 0.107 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.