Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 68 |
| 1 month | 0.046 | 0 | 65 |
| 3 months | 0.046 | 0 | 67 |
| 1 year | 0.062 | 0 | 67 |
| 3 years | 0.064 | 0 | 57 |
| 5 years | 0.094 | 0 | 41 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.110 | — |
| 2024 | -0.028 | — |
| 2023 | 0.192 | — |
| 2022 | -0.064 | — |
| 2021 | 0.290 | — |
| 2020 | -0.045 | — |
| 2019 | 0.275 | — |
| 2018 | -0.113 | — |
| 2017 | 0.128 | — |
| 2016 | 0.064 | — |
| 2015 | 0.140 | — |
| 2014 | 0.030 | — |
| 2013 | 0.222 | — |
| 2012 | 0.215 | — |
| 2011 | -0.175 | — |
| 2010 | 0.015 | — |
| 2009 | 0.261 | — |
| 2008 | -0.408 | — |
| 2007 | 0.035 | — |
| 2006 | 0.153 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | 0.018 | 0.033 | 0.023 |
| 2024 | 0.073 | -0.071 | 0.007 | -0.030 |
| 2023 | 0.113 | 0.034 | -0.019 | 0.056 |
| 2022 | -0.054 | -0.104 | -0.035 | 0.144 |
| 2021 | 0.094 | 0.085 | 0.009 | 0.077 |
| 2020 | -0.241 | 0.122 | -0.020 | 0.145 |
| 2019 | 0.134 | 0.042 | 0.022 | 0.055 |
| 2018 | -0.032 | 0.048 | 0.030 | -0.152 |
| 2017 | 0.048 | 0.038 | 0.032 | 0.005 |
| 2016 | -0.054 | -0.024 | 0.056 | 0.091 |
| 2015 | 0.183 | -0.023 | -0.077 | 0.069 |
| 2014 | 0.036 | 0.021 | -0.013 | -0.013 |
| 2013 | 0.033 | 0.035 | 0.095 | 0.044 |
| 2012 | 0.104 | -0.060 | 0.119 | 0.048 |
| 2011 | 0.049 | 0.008 | -0.255 | 0.047 |
| 2010 | 0.013 | -0.101 | 0.079 | 0.033 |
| 2009 | -0.131 | 0.153 | 0.209 | 0.041 |
| 2008 | -0.162 | -0.031 | -0.090 | -0.199 |
| 2007 | 0.015 | 0.099 | -0.056 | -0.017 |
| 2006 | 0.061 | -0.026 | 0.056 | 0.057 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.046 |
| 5 years | 0.083 |
| 10 years | 0.081 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.