Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 59 |
| 1 month | -0.037 | 0 | 73 |
| 3 months | -0.016 | 0 | 59 |
| 1 year | 0.033 | 0 | 52 |
| 3 years | 0.018 | 0 | 81 |
| 5 years | -0.018 | 0 | 60 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.061 | — |
| 2024 | -0.022 | — |
| 2023 | 0.059 | — |
| 2022 | -0.151 | — |
| 2021 | -0.044 | — |
| 2020 | 0.050 | — |
| 2019 | 0.040 | — |
| 2018 | 0.010 | — |
| 2017 | 0.016 | — |
| 2016 | 0.068 | — |
| 2015 | 0.008 | — |
| 2014 | 0.101 | — |
| 2013 | -0.042 | — |
| 2012 | 0.044 | — |
| 2011 | 0.122 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.016 | — | — | — |
| 2025 | 0.011 | 0.027 | -0.002 | 0.024 |
| 2024 | -0.015 | -0.006 | 0.024 | -0.024 |
| 2023 | 0.025 | -0.056 | 0.020 | 0.072 |
| 2022 | -0.041 | -0.033 | -0.126 | 0.047 |
| 2021 | -0.039 | 0.009 | -0.014 | 0.000 |
| 2020 | 0.027 | 0.019 | 0.000 | 0.004 |
| 2019 | 0.021 | 0.012 | 0.029 | -0.021 |
| 2018 | -0.010 | 0.007 | -0.007 | 0.020 |
| 2017 | 0.013 | -0.006 | -0.003 | 0.011 |
| 2016 | 0.038 | 0.035 | 0.016 | -0.022 |
| 2015 | 0.013 | -0.023 | 0.025 | -0.007 |
| 2014 | 0.021 | 0.007 | 0.024 | 0.046 |
| 2013 | 0.011 | -0.036 | 0.000 | -0.017 |
| 2012 | 0.003 | 0.028 | 0.016 | -0.004 |
| 2011 | -0.007 | 0.034 | 0.063 | 0.028 |
| 2010 | -0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.018 |
| 5 years | -0.018 |
| 10 years | 0.001 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.