Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.140 | 0 | 56 |
| 1 month | 0.062 | 0 | 45 |
| 3 months | 0.170 | 0 | 34 |
| 1 year | 0.320 | 0 | 45 |
| 3 years | 0.202 | 0 | 12 |
| 5 years | 0.085 | 0 | 19 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.165 | — |
| 2024 | 0.201 | — |
| 2023 | 0.105 | — |
| 2022 | -0.134 | — |
| 2021 | 0.048 | — |
| 2020 | 0.068 | — |
| 2019 | 0.157 | — |
| 2018 | -0.123 | — |
| 2017 | 0.209 | — |
| 2016 | 0.137 | — |
| 2015 | -0.097 | — |
| 2014 | 0.127 | — |
| 2013 | -0.094 | — |
| 2012 | 0.168 | — |
| 2011 | -0.183 | — |
| 2010 | 0.257 | — |
| 2009 | 0.641 | — |
| 2008 | -0.510 | — |
| 2007 | 0.260 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.033 | 0.070 | 0.069 |
| 2024 | 0.081 | 0.067 | 0.024 | 0.016 |
| 2023 | 0.017 | 0.021 | 0.030 | 0.033 |
| 2022 | -0.018 | -0.068 | -0.068 | 0.014 |
| 2021 | 0.086 | 0.017 | -0.063 | 0.013 |
| 2020 | -0.201 | 0.152 | 0.054 | 0.102 |
| 2019 | 0.093 | -0.010 | -0.015 | 0.086 |
| 2018 | -0.008 | -0.035 | -0.016 | -0.069 |
| 2017 | 0.117 | -0.011 | 0.053 | 0.040 |
| 2016 | 0.011 | 0.019 | 0.078 | 0.024 |
| 2015 | 0.125 | -0.030 | -0.189 | 0.020 |
| 2014 | -0.003 | 0.088 | 0.029 | 0.010 |
| 2013 | 0.017 | -0.099 | 0.004 | -0.015 |
| 2012 | 0.126 | -0.048 | 0.058 | 0.030 |
| 2011 | -0.041 | -0.039 | -0.175 | 0.075 |
| 2010 | 0.080 | -0.001 | 0.060 | 0.099 |
| 2009 | 0.039 | 0.227 | 0.153 | 0.117 |
| 2008 | -0.175 | 0.005 | -0.201 | -0.261 |
| 2007 | 0.015 | 0.134 | 0.087 | 0.007 |
| 2006 | 0.022 | 0.112 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.260 |
| 3 years | 0.183 |
| 5 years | 0.075 |
| 10 years | 0.093 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.