Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 60 |
| 1 month | 0.005 | 0 | 64 |
| 3 months | -0.074 | 0 | 53 |
| 1 year | -0.008 | 0 | 69 |
| 3 years | 0.074 | 0 | 63 |
| 5 years | 0.048 | 0 | 59 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.049 | — |
| 2024 | 0.159 | — |
| 2023 | 0.167 | — |
| 2022 | -0.148 | — |
| 2021 | 0.277 | — |
| 2020 | 0.126 | — |
| 2019 | 0.055 | — |
| 2018 | -0.039 | — |
| 2017 | 0.287 | — |
| 2016 | 0.011 | — |
| 2015 | 0.033 | — |
| 2014 | 0.431 | — |
| 2013 | -0.027 | — |
| 2012 | 0.182 | — |
| 2011 | -0.333 | — |
| 2010 | 0.165 | — |
| 2009 | 0.880 | — |
| 2008 | -0.674 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | 0.024 | -0.041 | 0.021 |
| 2024 | 0.042 | 0.101 | 0.003 | 0.008 |
| 2023 | -0.036 | 0.123 | 0.032 | 0.044 |
| 2022 | -0.062 | -0.115 | 0.090 | -0.058 |
| 2021 | 0.076 | 0.068 | 0.120 | -0.008 |
| 2020 | -0.267 | 0.170 | 0.110 | 0.183 |
| 2019 | 0.055 | 0.018 | -0.038 | 0.021 |
| 2018 | -0.073 | 0.042 | -0.044 | 0.042 |
| 2017 | 0.135 | 0.030 | 0.006 | 0.096 |
| 2016 | -0.084 | 0.050 | 0.075 | -0.021 |
| 2015 | 0.110 | -0.049 | -0.012 | -0.009 |
| 2014 | 0.106 | 0.120 | 0.073 | 0.076 |
| 2013 | -0.033 | -0.035 | -0.070 | 0.121 |
| 2012 | 0.166 | -0.083 | 0.101 | 0.004 |
| 2011 | -0.055 | -0.044 | -0.144 | -0.138 |
| 2010 | 0.060 | 0 | 0.104 | -0.004 |
| 2009 | -0.071 | 0.592 | 0.154 | 0.101 |
| 2008 | -0.288 | -0.166 | -0.142 | -0.361 |
| 2007 | 0.114 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | 0.054 |
| 5 years | 0.037 |
| 10 years | 0.080 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.