Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | -0.057 | 0 | — |
| 1 year | -0.130 | 0 | — |
| 3 years | 0.018 | 0 | — |
| 5 years | -0.023 | 0 | — |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.091 | — |
| 2024 | 0.258 | — |
| 2023 | -0.084 | — |
| 2022 | -0.092 | — |
| 2021 | 0.020 | — |
| 2020 | 0.065 | — |
| 2019 | 0.010 | — |
| 2018 | -0.014 | — |
| 2017 | -0.021 | — |
| 2016 | 0.205 | — |
| 2015 | 0.164 | — |
| 2014 | 0.136 | — |
| 2013 | 0.036 | — |
| 2012 | -0.033 | — |
| 2011 | 0.083 | — |
| 2010 | -0.025 | — |
| 2009 | 0.061 | — |
| 2008 | 0.167 | — |
| 2007 | 0.052 | — |
| 2006 | 0.063 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | -0.068 | -0.013 | -0.014 |
| 2024 | -0.015 | 0.117 | 0.090 | 0.049 |
| 2023 | -0.060 | -0.042 | 0.030 | -0.012 |
| 2022 | -0.046 | -0.017 | -0.013 | -0.019 |
| 2021 | 0.031 | -0.035 | 0.035 | -0.010 |
| 2020 | 0.219 | -0.022 | -0.009 | -0.098 |
| 2019 | 0.006 | -0.002 | 0.037 | -0.030 |
| 2018 | -0.070 | 0.066 | -0.041 | 0.038 |
| 2017 | -0.087 | -0.023 | 0.011 | 0.086 |
| 2016 | 0.002 | 0.089 | 0.049 | 0.053 |
| 2015 | 0.036 | 0.036 | 0.069 | 0.014 |
| 2014 | 0.012 | 0.000 | 0.030 | 0.090 |
| 2013 | -0.035 | 0.053 | 0.020 | 0.000 |
| 2012 | -0.042 | 0.031 | -0.033 | 0.013 |
| 2011 | -0.027 | -0.009 | 0.107 | 0.015 |
| 2010 | -0.041 | 0.039 | -0.022 | 0.001 |
| 2009 | 0.071 | -0.036 | 0.058 | -0.029 |
| 2008 | -0.005 | -0.030 | 0.067 | 0.134 |
| 2007 | 0.039 | -0.011 | 0.014 | 0.010 |
| 2006 | 0.029 | 0.046 | -0.018 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.130 |
| 3 years | 0.018 |
| 5 years | -0.023 |
| 10 years | 0.010 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.