Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.103 | 0 | 67 |
| 1 month | 0.094 | 0 | 34 |
| 3 months | 0.046 | 0 | 34 |
| 1 year | 0.350 | 0 | 1 |
| 3 years | 0.199 | 0 | 50 |
| 5 years | 0.108 | 0 | 25 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.237 | — |
| 2024 | 0.138 | — |
| 2023 | 0.217 | — |
| 2022 | -0.141 | — |
| 2021 | 0.039 | — |
| 2020 | 0.124 | — |
| 2019 | 0.163 | — |
| 2018 | -0.168 | — |
| 2017 | 0.223 | — |
| 2016 | -0.041 | — |
| 2015 | 0.064 | — |
| 2014 | -0.026 | — |
| 2013 | 0.355 | — |
| 2012 | 0.101 | — |
| 2011 | -0.176 | — |
| 2010 | 0.053 | — |
| 2009 | 0.000 | — |
| 2008 | -0.414 | — |
| 2007 | -0.082 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.009 | — | — | — |
| 2025 | -0.016 | 0.106 | 0.076 | 0.056 |
| 2024 | 0.148 | -0.011 | -0.012 | 0.013 |
| 2023 | 0.085 | 0.086 | -0.015 | 0.048 |
| 2022 | -0.062 | -0.098 | -0.052 | 0.071 |
| 2021 | 0.034 | -0.009 | 0.043 | -0.028 |
| 2020 | -0.169 | 0.118 | 0.066 | 0.135 |
| 2019 | 0.080 | -0.016 | 0.039 | 0.053 |
| 2018 | -0.013 | -0.031 | 0.045 | -0.168 |
| 2017 | 0.034 | 0.050 | 0.038 | 0.086 |
| 2016 | -0.091 | -0.030 | 0.063 | 0.025 |
| 2015 | 0.104 | 0.026 | -0.124 | 0.073 |
| 2014 | -0.071 | 0.052 | 0.000 | -0.003 |
| 2013 | 0.145 | 0.064 | 0.056 | 0.052 |
| 2012 | 0.122 | -0.071 | -0.012 | 0.069 |
| 2011 | -0.048 | -0.014 | -0.088 | -0.038 |
| 2010 | 0.069 | -0.120 | 0.022 | 0.095 |
| 2009 | -0.168 | 0.212 | 0.009 | -0.018 |
| 2008 | -0.140 | 0.028 | -0.198 | -0.175 |
| 2007 | 0.010 | 0.025 | -0.016 | -0.099 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.350 |
| 3 years | 0.199 |
| 5 years | 0.108 |
| 10 years | 0.091 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.