Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 92 |
| 1 month | 0.000 | 0 | 96 |
| 3 months | 0.013 | 0 | 87 |
| 1 year | 0.037 | 0 | 79 |
| 3 years | 0.065 | 0 | 76 |
| 5 years | 0.015 | 0 | 93 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.047 | — |
| 2024 | 0.099 | — |
| 2023 | 0.051 | — |
| 2022 | -0.119 | — |
| 2021 | 0.000 | — |
| 2020 | 0.095 | — |
| 2019 | 0.057 | — |
| 2018 | -0.045 | — |
| 2017 | 0.040 | — |
| 2016 | 0.078 | — |
| 2015 | -0.044 | — |
| 2014 | 0.064 | — |
| 2013 | -0.012 | — |
| 2012 | 0.075 | — |
| 2011 | -0.043 | — |
| 2010 | 0.100 | — |
| 2009 | 0.132 | — |
| 2008 | -0.152 | — |
| 2007 | 0.051 | — |
| 2006 | 0.069 | — |
| 2005 | 0.147 | — |
| 2004 | 0.067 | — |
| 2003 | 0.112 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | 0.032 | 0.021 | 0.019 |
| 2024 | 0.059 | 0.013 | 0.002 | 0.022 |
| 2023 | 0.016 | 0.004 | -0.016 | 0.047 |
| 2022 | -0.072 | -0.055 | -0.012 | 0.017 |
| 2021 | 0.000 | 0.030 | -0.018 | -0.011 |
| 2020 | -0.090 | 0.091 | 0.033 | 0.067 |
| 2019 | 0.012 | 0.013 | -0.001 | 0.032 |
| 2018 | -0.007 | -0.006 | -0.010 | -0.022 |
| 2017 | 0.011 | 0.000 | 0.009 | 0.019 |
| 2016 | -0.015 | 0.004 | 0.013 | 0.077 |
| 2015 | 0.086 | -0.026 | -0.079 | -0.020 |
| 2014 | -0.008 | 0.019 | 0.021 | 0.029 |
| 2013 | 0.037 | -0.048 | -0.021 | 0.023 |
| 2012 | 0.034 | 0.029 | -0.002 | 0.012 |
| 2011 | -0.053 | -0.032 | 0.001 | 0.044 |
| 2010 | 0.027 | 0.011 | 0.017 | 0.042 |
| 2009 | 0.026 | 0.044 | 0.031 | 0.025 |
| 2008 | -0.047 | 0.007 | -0.078 | -0.042 |
| 2007 | 0.001 | 0.025 | 0.019 | 0.004 |
| 2006 | 0.035 | -0.020 | 0.006 | 0.047 |
| 2005 | 0.022 | 0.042 | 0.046 | 0.029 |
| 2004 | 0.042 | -0.031 | 0.025 | 0.030 |
| 2003 | 0.009 | 0.030 | 0.035 | 0.034 |
| 2002 | -0.030 | -0.008 | 0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.050 |
| 5 years | 0.007 |
| 10 years | 0.025 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.