Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 9 |
| 1 month | 0.013 | 0 | 10 |
| 3 months | 0.012 | 0 | 11 |
| 1 year | 0.076 | 0 | 16 |
| 3 years | 0.067 | 0 | 21 |
| 5 years | 0.017 | 0 | 41 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.027 | — |
| 2024 | 0.081 | — |
| 2023 | 0.089 | — |
| 2022 | -0.155 | — |
| 2021 | 0.078 | — |
| 2020 | 0.034 | — |
| 2019 | 0.136 | — |
| 2018 | -0.036 | — |
| 2017 | 0.043 | — |
| 2016 | 0.038 | — |
| 2015 | 0.042 | — |
| 2014 | 0.117 | — |
| 2013 | 0.042 | — |
| 2012 | 0.111 | — |
| 2011 | -0.019 | — |
| 2010 | 0.078 | — |
| 2009 | 0.113 | — |
| 2008 | -0.135 | — |
| 2007 | -0.014 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.022 | 0.075 | -0.006 | — |
| 2025 | -0.026 | 0.011 | 0.023 | 0.019 |
| 2024 | 0.021 | 0.012 | 0.023 | 0.023 |
| 2023 | 0.024 | 0.016 | -0.014 | 0.062 |
| 2022 | -0.052 | -0.087 | -0.020 | -0.004 |
| 2021 | 0.021 | 0.021 | 0.007 | 0.027 |
| 2020 | -0.102 | 0.081 | 0.025 | 0.038 |
| 2019 | 0.064 | 0.023 | 0.031 | 0.012 |
| 2018 | -0.016 | 0.016 | 0.004 | -0.039 |
| 2017 | 0.015 | 0.003 | 0.006 | 0.018 |
| 2016 | -0.007 | 0.004 | 0.035 | 0.006 |
| 2015 | 0.076 | -0.020 | -0.050 | 0.040 |
| 2014 | 0.023 | 0.039 | 0.028 | 0.022 |
| 2013 | 0.025 | -0.028 | 0.034 | 0.012 |
| 2012 | 0.045 | -0.006 | 0.051 | 0.018 |
| 2011 | -0.006 | 0 | -0.042 | 0.031 |
| 2010 | 0.038 | -0.003 | 0.032 | 0.008 |
| 2009 | -0.028 | 0.067 | 0.053 | 0.020 |
| 2008 | -0.046 | -0.024 | -0.029 | -0.043 |
| 2007 | 0.005 | 0.012 | -0.004 | -0.026 |
| 2006 | 0.037 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.067 |
| 5 years | 0.017 |
| 10 years | 0.033 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.