Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 75 |
| 1 month | -0.012 | 0 | 87 |
| 3 months | 0.008 | 0 | 71 |
| 1 year | 0.097 | 0 | 75 |
| 3 years | 0.127 | 0 | 71 |
| 5 years | 0.064 | 0 | 72 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.142 | — |
| 2024 | 0.177 | — |
| 2023 | 0.114 | — |
| 2022 | -0.130 | — |
| 2021 | 0.102 | — |
| 2020 | -0.013 | — |
| 2019 | 0.152 | — |
| 2018 | -0.129 | — |
| 2017 | 0.111 | — |
| 2016 | 0.054 | — |
| 2015 | 0.001 | — |
| 2014 | 0.002 | — |
| 2013 | 0.281 | — |
| 2012 | 0.092 | — |
| 2011 | -0.094 | — |
| 2010 | -0.081 | — |
| 2009 | 0.289 | — |
| 2008 | -0.459 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.020 | 0.070 | 0.030 |
| 2024 | 0.095 | 0.027 | 0.006 | 0.040 |
| 2023 | 0.064 | 0.046 | -0.046 | 0.049 |
| 2022 | 0.002 | -0.116 | -0.065 | 0.050 |
| 2021 | 0.085 | 0.028 | -0.019 | 0.008 |
| 2020 | -0.235 | 0.093 | 0.034 | 0.142 |
| 2019 | 0.069 | 0.007 | 0.006 | 0.064 |
| 2018 | -0.023 | 0.027 | 0.030 | -0.157 |
| 2017 | 0.026 | 0.035 | 0.040 | 0.006 |
| 2016 | -0.085 | -0.034 | 0.076 | 0.109 |
| 2015 | 0.054 | 0.001 | -0.067 | 0.017 |
| 2014 | 0.022 | 0.019 | -0.028 | -0.010 |
| 2013 | 0.057 | 0.044 | 0.097 | 0.059 |
| 2012 | 0.053 | -0.050 | 0.044 | 0.046 |
| 2011 | 0.046 | -0.040 | -0.143 | 0.053 |
| 2010 | -0.020 | -0.158 | 0.106 | 0.007 |
| 2009 | -0.105 | 0.186 | 0.196 | 0.016 |
| 2008 | -0.173 | -0.109 | -0.073 | -0.208 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.105 |
| 5 years | 0.051 |
| 10 years | 0.058 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.