Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 35 |
| 1 month | 0.024 | 0 | 30 |
| 3 months | 0.035 | 0 | 15 |
| 1 year | 0.060 | 0 | 44 |
| 3 years | 0.009 | 0 | 42 |
| 5 years | 0.024 | 0 | 23 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.043 | — |
| 2024 | -0.029 | — |
| 2023 | -0.009 | — |
| 2022 | -0.018 | — |
| 2021 | 0.111 | — |
| 2020 | -0.063 | — |
| 2019 | 0.094 | — |
| 2018 | 0.014 | — |
| 2017 | 0.002 | — |
| 2016 | 0.145 | — |
| 2015 | 0.007 | — |
| 2014 | 0.077 | — |
| 2013 | 0.019 | — |
| 2012 | 0.064 | — |
| 2011 | -0.032 | — |
| 2010 | 0.094 | — |
| 2009 | 0.160 | — |
| 2008 | -0.498 | — |
| 2007 | -0.105 | — |
| 2006 | 0.342 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.014 | 0.017 | 0.015 |
| 2024 | -0.017 | -0.005 | 0.013 | -0.020 |
| 2023 | -0.016 | -0.002 | -0.009 | 0.017 |
| 2022 | 0.009 | 0.002 | -0.013 | -0.016 |
| 2021 | 0.007 | 0.043 | 0.017 | 0.041 |
| 2020 | -0.033 | 0.022 | -0.008 | -0.044 |
| 2019 | 0.021 | 0.017 | 0.058 | -0.004 |
| 2018 | -0.021 | 0.015 | 0.023 | -0.003 |
| 2017 | -0.025 | 0.005 | 0.006 | 0.017 |
| 2016 | 0.056 | 0.031 | 0.054 | -0.002 |
| 2015 | 0.011 | -0.062 | 0.025 | 0.035 |
| 2014 | 0.017 | 0.029 | -0.011 | 0.040 |
| 2013 | 0.009 | -0.010 | 0.011 | 0.009 |
| 2012 | 0.034 | -0.024 | 0.037 | 0.017 |
| 2011 | -0.010 | 0.009 | -0.034 | 0.003 |
| 2010 | 0.031 | -0.016 | 0.037 | 0.039 |
| 2009 | -0.130 | 0.094 | 0.160 | 0.051 |
| 2008 | -0.091 | -0.065 | -0.164 | -0.294 |
| 2007 | 0.057 | -0.032 | -0.012 | -0.115 |
| 2006 | 0.122 | -0.030 | 0.088 | 0.134 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.009 |
| 5 years | 0.024 |
| 10 years | 0.024 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.