Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | — |
| 1 month | -0.031 | 0 | — |
| 3 months | -0.056 | 0 | — |
| 1 year | 0.138 | 0 | — |
| 3 years | 0.302 | 0 | — |
| 5 years | 0.154 | 0 | — |
| 10 years | 0.203 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.162 | — |
| 2024 | 0.426 | — |
| 2023 | 0.529 | — |
| 2022 | -0.312 | — |
| 2021 | 0.242 | — |
| 2020 | 0.391 | — |
| 2019 | 0.350 | — |
| 2018 | 0.058 | — |
| 2017 | 0.290 | — |
| 2016 | 0.066 | — |
| 2015 | 0.205 | — |
| 2014 | 0.204 | — |
| 2013 | 0.416 | — |
| 2012 | 0.063 | — |
| 2011 | -0.072 | — |
| 2010 | 0.193 | — |
| 2009 | 0.385 | — |
| 2008 | -0.349 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.113 | 0.160 | 0.123 | 0.006 |
| 2024 | 0.160 | 0.099 | -0.002 | 0.120 |
| 2023 | 0.212 | 0.127 | -0.018 | 0.139 |
| 2022 | -0.140 | -0.211 | -0.006 | 0.019 |
| 2021 | 0.014 | 0.097 | 0.028 | 0.086 |
| 2020 | -0.059 | 0.253 | 0.090 | 0.082 |
| 2019 | 0.161 | 0.030 | 0.022 | 0.104 |
| 2018 | 0.068 | 0.067 | 0.055 | -0.120 |
| 2017 | 0.106 | 0.028 | 0.047 | 0.083 |
| 2016 | -0.076 | -0.028 | 0.178 | 0.007 |
| 2015 | 0.109 | 0.000 | 0.004 | 0.082 |
| 2014 | 0.073 | 0.010 | 0.039 | 0.069 |
| 2013 | 0.075 | 0.034 | 0.093 | 0.165 |
| 2012 | 0.168 | -0.072 | 0.001 | -0.020 |
| 2011 | 0.068 | -0.032 | -0.109 | 0.007 |
| 2010 | 0.007 | -0.034 | 0.131 | 0.084 |
| 2009 | 0.040 | 0.130 | 0.105 | 0.067 |
| 2008 | -0.163 | 0.033 | -0.123 | -0.142 |
| 2007 | -0.048 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.138 |
| 3 years | 0.302 |
| 5 years | 0.154 |
| 10 years | 0.203 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.