Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.110 | 0 | 95 |
| 1 month | 0.027 | 0 | 52 |
| 3 months | -0.086 | 0 | 91 |
| 1 year | -0.099 | 0 | 93 |
| 3 years | -0.041 | 0 | 93 |
| 5 years | 0.002 | 0 | 67 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.032 | — |
| 2024 | -0.029 | — |
| 2023 | 0.159 | — |
| 2022 | -0.110 | — |
| 2021 | 0.290 | — |
| 2020 | 0.057 | — |
| 2019 | 0.154 | — |
| 2018 | -0.067 | — |
| 2017 | 0.109 | — |
| 2016 | 0.047 | — |
| 2015 | 0.039 | — |
| 2014 | -0.070 | — |
| 2013 | 0.122 | — |
| 2012 | 0.174 | — |
| 2011 | -0.290 | — |
| 2010 | -0.043 | — |
| 2009 | 0.360 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.139 | — | — | — |
| 2025 | -0.009 | -0.008 | 0.016 | 0.034 |
| 2024 | 0.087 | -0.072 | 0.002 | -0.039 |
| 2023 | 0.191 | 0.010 | -0.094 | 0.063 |
| 2022 | -0.117 | -0.110 | -0.003 | 0.135 |
| 2021 | 0.033 | 0.159 | -0.032 | 0.113 |
| 2020 | -0.187 | 0.095 | 0.019 | 0.165 |
| 2019 | 0.139 | 0.016 | -0.050 | 0.050 |
| 2018 | 0.032 | 0.071 | 0.008 | -0.163 |
| 2017 | 0.047 | 0.015 | 0.045 | -0.001 |
| 2016 | -0.040 | -0.050 | 0.049 | 0.096 |
| 2015 | 0.152 | -0.017 | -0.064 | -0.020 |
| 2014 | -0.056 | -0.010 | -0.064 | 0.062 |
| 2013 | 0.051 | -0.015 | 0.083 | 0.001 |
| 2012 | 0.164 | -0.060 | -0.009 | 0.084 |
| 2011 | 0.019 | -0.080 | -0.254 | 0.014 |
| 2010 | -0.002 | -0.099 | 0.045 | 0.019 |
| 2009 | -0.032 | 0.184 | 0.169 | 0.014 |
| 2008 | -0.097 | -0.082 | -0.241 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.108 |
| 3 years | -0.044 |
| 5 years | 0.000 |
| 10 years | 0.050 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.