Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 80 |
| 1 month | -0.004 | 0 | 90 |
| 3 months | -0.058 | 0 | 63 |
| 1 year | 0.005 | 0 | 91 |
| 3 years | 0.094 | 0 | 64 |
| 5 years | 0.070 | 0 | 42 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.057 | — |
| 2024 | 0.153 | — |
| 2023 | 0.273 | — |
| 2022 | -0.072 | — |
| 2021 | 0.214 | — |
| 2020 | 0.088 | — |
| 2019 | 0.036 | — |
| 2018 | -0.079 | — |
| 2017 | 0.401 | — |
| 2016 | 0.015 | — |
| 2015 | 0.050 | — |
| 2014 | 0.456 | — |
| 2013 | 0.073 | — |
| 2012 | 0.300 | — |
| 2011 | -0.223 | — |
| 2010 | 0.307 | — |
| 2009 | 0.975 | — |
| 2008 | -0.567 | — |
| 2007 | 0.614 | — |
| 2006 | 0.341 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.059 | -0.073 | 0.010 |
| 2024 | 0.031 | 0.119 | 0.098 | -0.090 |
| 2023 | -0.013 | 0.112 | 0.036 | 0.120 |
| 2022 | -0.064 | -0.078 | 0.081 | -0.005 |
| 2021 | 0.069 | 0.056 | 0.096 | -0.019 |
| 2020 | -0.299 | 0.180 | 0.097 | 0.198 |
| 2019 | 0.025 | 0.001 | -0.022 | 0.033 |
| 2018 | -0.045 | 0.007 | -0.095 | 0.058 |
| 2017 | 0.163 | 0.037 | 0.051 | 0.105 |
| 2016 | -0.037 | 0.082 | 0.036 | -0.060 |
| 2015 | 0.086 | -0.024 | -0.014 | 0.006 |
| 2014 | 0.069 | 0.142 | 0.141 | 0.046 |
| 2013 | -0.015 | -0.022 | -0.003 | 0.116 |
| 2012 | 0.177 | -0.092 | 0.193 | 0.020 |
| 2011 | -0.033 | 0.037 | -0.126 | -0.114 |
| 2010 | 0.061 | 0.017 | 0.192 | 0.016 |
| 2009 | -0.004 | 0.489 | 0.219 | 0.092 |
| 2008 | -0.234 | -0.173 | -0.071 | -0.265 |
| 2007 | -0.036 | 0.201 | 0.130 | 0.234 |
| 2006 | 0.229 | -0.172 | 0.131 | 0.164 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | 0.075 |
| 5 years | 0.060 |
| 10 years | 0.090 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.