Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 61 |
| 1 month | 0.015 | 0 | 72 |
| 3 months | 0.052 | 0 | 73 |
| 1 year | 0.029 | 0 | 80 |
| 3 years | 0.017 | 0 | 85 |
| 5 years | 0.014 | 0 | 62 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.003 | — |
| 2024 | 0.016 | — |
| 2023 | 0.087 | — |
| 2022 | -0.259 | — |
| 2021 | 0.294 | — |
| 2020 | 0.056 | — |
| 2019 | 0.336 | — |
| 2018 | -0.145 | — |
| 2017 | 0.212 | — |
| 2016 | -0.029 | — |
| 2015 | 0.214 | — |
| 2014 | 0.105 | — |
| 2013 | 0.296 | — |
| 2012 | 0.260 | — |
| 2011 | -0.181 | — |
| 2010 | 0.257 | — |
| 2009 | 0.420 | — |
| 2008 | -0.459 | — |
| 2007 | -0.080 | — |
| 2006 | 0.303 | — |
| 2005 | 0.209 | — |
| 2004 | 0.224 | — |
| 2003 | 0.233 | — |
| 2002 | -0.287 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | 0.043 | -0.018 | 0.018 |
| 2024 | 0.026 | 0.007 | 0.048 | -0.063 |
| 2023 | 0.047 | -0.015 | -0.004 | 0.057 |
| 2022 | -0.140 | -0.137 | -0.087 | 0.093 |
| 2021 | 0.079 | 0.077 | 0.055 | 0.055 |
| 2020 | -0.264 | 0.187 | 0.060 | 0.140 |
| 2019 | 0.147 | 0.036 | 0.010 | 0.113 |
| 2018 | -0.017 | 0.058 | 0.001 | -0.178 |
| 2017 | 0.074 | 0.032 | 0.078 | 0.015 |
| 2016 | -0.071 | -0.056 | 0.081 | 0.024 |
| 2015 | 0.155 | 0.047 | -0.072 | 0.082 |
| 2014 | 0.059 | 0.002 | -0.007 | 0.049 |
| 2013 | 0.083 | -0.003 | 0.085 | 0.106 |
| 2012 | 0.185 | -0.071 | 0.087 | 0.052 |
| 2011 | -0.006 | 0.023 | -0.226 | 0.040 |
| 2010 | 0.060 | -0.064 | 0.085 | 0.169 |
| 2009 | -0.051 | 0.215 | 0.193 | 0.032 |
| 2008 | -0.113 | -0.019 | -0.185 | -0.238 |
| 2007 | 0.034 | 0.025 | -0.070 | -0.067 |
| 2006 | 0.108 | -0.026 | 0.065 | 0.134 |
| 2005 | 0.042 | 0.037 | 0.033 | 0.083 |
| 2004 | 0.104 | 0.023 | -0.013 | 0.098 |
| 2003 | -0.083 | 0.161 | 0.092 | 0.060 |
| 2002 | 0.038 | -0.134 | -0.197 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.006 |
| 5 years | 0.007 |
| 10 years | 0.053 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.