Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | — |
| 1 month | -0.021 | 0 | — |
| 3 months | -0.017 | 0 | — |
| 1 year | 0.044 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.027 | 0 | — |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.068 | — |
| 2024 | 0.075 | — |
| 2023 | 0.106 | — |
| 2022 | -0.110 | — |
| 2021 | 0.035 | — |
| 2020 | 0.044 | — |
| 2019 | 0.102 | — |
| 2018 | -0.043 | — |
| 2017 | 0.060 | — |
| 2016 | 0.134 | — |
| 2015 | -0.043 | — |
| 2014 | 0.017 | — |
| 2013 | 0.088 | — |
| 2012 | 0.161 | — |
| 2011 | 0.039 | — |
| 2010 | 0.134 | — |
| 2009 | 0.535 | — |
| 2008 | -0.264 | — |
| 2007 | 0.001 | — |
| 2006 | 0.070 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.017 | — | — | — |
| 2025 | 0.006 | 0.031 | 0.020 | 0.010 |
| 2024 | 0.014 | 0.012 | 0.042 | 0.005 |
| 2023 | 0.021 | 0.016 | 0.004 | 0.062 |
| 2022 | -0.036 | -0.101 | -0.016 | 0.043 |
| 2021 | 0.009 | 0.017 | 0.005 | 0.004 |
| 2020 | -0.134 | 0.106 | 0.036 | 0.053 |
| 2019 | 0.057 | 0.016 | 0.007 | 0.019 |
| 2018 | -0.010 | -0.001 | 0.017 | -0.048 |
| 2017 | 0.025 | 0.017 | 0.012 | 0.005 |
| 2016 | 0.013 | 0.036 | 0.049 | 0.031 |
| 2015 | 0.028 | 0.003 | -0.048 | -0.024 |
| 2014 | 0.026 | 0.020 | -0.020 | -0.010 |
| 2013 | 0.033 | -0.005 | 0.029 | 0.029 |
| 2012 | 0.056 | 0.013 | 0.048 | 0.036 |
| 2011 | 0.040 | 0.007 | -0.056 | 0.052 |
| 2010 | 0.046 | -0.009 | 0.062 | 0.030 |
| 2009 | 0.060 | 0.184 | 0.147 | 0.066 |
| 2008 | -0.036 | 0.025 | -0.051 | -0.215 |
| 2007 | 0.025 | -0.001 | -0.014 | -0.009 |
| 2006 | 0.019 | -0.009 | 0.025 | 0.033 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.069 |
| 5 years | 0.027 |
| 10 years | 0.042 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.