Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 99 |
| 1 month | -0.011 | 0 | 99 |
| 3 months | 0.017 | 0 | 63 |
| 1 year | 0.092 | 0 | 13 |
| 3 years | 0.093 | 0 | 17 |
| 5 years | 0.001 | 0 | 82 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.109 | — |
| 2024 | 0.112 | — |
| 2023 | 0.075 | — |
| 2022 | -0.124 | — |
| 2021 | -0.131 | — |
| 2020 | 0.062 | — |
| 2019 | 0.094 | — |
| 2018 | -0.056 | — |
| 2017 | 0.084 | — |
| 2016 | 0.209 | — |
| 2015 | -0.086 | — |
| 2014 | -0.045 | — |
| 2013 | 0.008 | — |
| 2012 | 0.150 | — |
| 2011 | -0.085 | — |
| 2010 | 0.189 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.031 | 0.022 | 0.043 |
| 2024 | 0.047 | 0.016 | 0.044 | 0.002 |
| 2023 | 0.006 | 0.005 | 0.009 | 0.054 |
| 2022 | -0.084 | -0.070 | -0.039 | 0.070 |
| 2021 | -0.004 | 0.008 | -0.039 | -0.099 |
| 2020 | -0.198 | 0.186 | 0.039 | 0.075 |
| 2019 | 0.065 | 0.017 | -0.033 | 0.045 |
| 2018 | -0.012 | -0.058 | 0.018 | -0.004 |
| 2017 | 0.035 | 0.006 | 0.028 | 0.013 |
| 2016 | 0.059 | 0.078 | 0.052 | 0.008 |
| 2015 | -0.013 | 0.022 | -0.111 | 0.019 |
| 2014 | 0.012 | 0.044 | -0.036 | -0.061 |
| 2013 | -0.002 | -0.044 | 0.024 | 0.031 |
| 2012 | 0.074 | -0.003 | 0.058 | 0.015 |
| 2011 | 0.037 | 0.010 | -0.165 | 0.045 |
| 2010 | 0.068 | -0.016 | 0.080 | 0.048 |
| 2009 | 0.165 | 0.049 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.071 |
| 5 years | -0.011 |
| 10 years | 0.032 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.