Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 100 |
| 1 month | 0.067 | 0 | 100 |
| 3 months | -0.073 | 0 | 100 |
| 1 year | -0.036 | 0 | 97 |
| 3 years | 0.086 | 0 | 97 |
| 5 years | 0.102 | 0 | 73 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.105 | — |
| 2024 | 0.093 | — |
| 2023 | 0.190 | — |
| 2022 | 0.071 | — |
| 2021 | 0.205 | — |
| 2020 | 0.189 | — |
| 2019 | 0.126 | — |
| 2018 | 0.035 | — |
| 2017 | 0.300 | — |
| 2016 | 0.027 | — |
| 2015 | -0.011 | — |
| 2014 | 0.297 | — |
| 2013 | 0.082 | — |
| 2012 | 0.309 | — |
| 2011 | -0.224 | — |
| 2010 | 0.165 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.160 | — | — | — |
| 2025 | -0.001 | 0.074 | -0.034 | 0.066 |
| 2024 | 0.021 | 0.069 | 0.082 | -0.074 |
| 2023 | -0.020 | 0.084 | 0.026 | 0.092 |
| 2022 | 0.001 | -0.068 | 0.081 | 0.062 |
| 2021 | 0.040 | 0.060 | 0.106 | -0.012 |
| 2020 | -0.236 | 0.193 | 0.069 | 0.220 |
| 2019 | 0.065 | 0.014 | -0.003 | 0.046 |
| 2018 | -0.053 | 0.070 | 0.025 | -0.004 |
| 2017 | 0.130 | 0.034 | 0.009 | 0.103 |
| 2016 | -0.037 | 0.077 | 0.037 | -0.045 |
| 2015 | 0.045 | 0.005 | -0.063 | 0.005 |
| 2014 | 0.066 | 0.148 | 0.025 | 0.034 |
| 2013 | -0.033 | 0.029 | -0.028 | 0.118 |
| 2012 | 0.163 | 0.009 | 0.072 | 0.041 |
| 2011 | -0.029 | -0.040 | -0.114 | -0.060 |
| 2010 | -0.003 | 0.023 | 0.119 | 0.021 |
| 2009 | 0.045 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.086 |
| 5 years | 0.102 |
| 10 years | 0.121 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.