Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.113 | 0 | 16 |
| 1 month | -0.113 | 0 | 59 |
| 3 months | -0.113 | 0 | 16 |
| 1 year | -0.021 | 0 | 56 |
| 3 years | 0.116 | 0 | 92 |
| 5 years | 0.080 | 0 | 100 |
| 10 years | 0.107 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.031 | — |
| 2024 | 0.151 | — |
| 2023 | 0.263 | — |
| 2022 | -0.133 | — |
| 2021 | 0.380 | — |
| 2020 | 0.183 | — |
| 2019 | 0.080 | — |
| 2018 | -0.146 | — |
| 2017 | 0.420 | — |
| 2016 | 0.084 | — |
| 2015 | 0.048 | — |
| 2014 | 0.591 | — |
| 2013 | 0.072 | — |
| 2012 | 0.298 | — |
| 2011 | -0.280 | — |
| 2010 | 0.142 | — |
| 2009 | 0.873 | — |
| 2008 | -0.585 | — |
| 2007 | 0.566 | — |
| 2006 | 0.344 | — |
| 2005 | 0.434 | — |
| 2004 | 0.275 | — |
| 2003 | 1.104 | — |
| 2002 | 0.033 | — |
| 2001 | -0.239 | — |
| 2000 | -0.461 | — |
| 1999 | 3.090 | — |
| 1998 | 0.525 | — |
| 1997 | 0.173 | — |
| 1996 | -0.026 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.113 | — | — | — |
| 2025 | -0.066 | 0.113 | -0.032 | 0.025 |
| 2024 | 0.017 | 0.139 | 0.073 | -0.074 |
| 2023 | -0.044 | 0.136 | 0.058 | 0.100 |
| 2022 | -0.070 | -0.161 | 0.107 | 0.003 |
| 2021 | 0.081 | 0.102 | 0.135 | 0.020 |
| 2020 | -0.292 | 0.204 | 0.130 | 0.228 |
| 2019 | 0.040 | 0.018 | -0.048 | 0.072 |
| 2018 | -0.099 | 0.002 | -0.045 | -0.010 |
| 2017 | 0.164 | 0.057 | 0.077 | 0.071 |
| 2016 | -0.037 | 0.111 | 0.127 | -0.101 |
| 2015 | 0.061 | -0.001 | -0.013 | 0.001 |
| 2014 | 0.089 | 0.241 | 0.041 | 0.131 |
| 2013 | -0.094 | 0.008 | 0.001 | 0.172 |
| 2012 | 0.132 | -0.019 | 0.091 | 0.071 |
| 2011 | -0.091 | -0.017 | -0.115 | -0.090 |
| 2010 | -0.007 | 0.030 | 0.122 | -0.004 |
| 2009 | -0.053 | 0.589 | 0.199 | 0.038 |
| 2008 | -0.332 | -0.161 | -0.046 | -0.223 |
| 2007 | -0.043 | 0.135 | 0.132 | 0.274 |
| 2006 | 0.230 | -0.161 | 0.172 | 0.111 |
| 2005 | 0.000 | 0.050 | 0.234 | 0.107 |
| 2004 | -0.007 | -0.139 | 0.175 | 0.269 |
| 2003 | -0.053 | 0.295 | 0.303 | 0.316 |
| 2002 | 0.111 | -0.015 | -0.115 | 0.067 |
| 2001 | -0.203 | -0.082 | -0.102 | 0.159 |
| 2000 | -0.003 | -0.202 | -0.170 | -0.184 |
| 1999 | 0.586 | -0.066 | 0.613 | 0.712 |
| 1998 | 0.082 | 0.109 | 0.151 | 0.104 |
| 1997 | 0.038 | 0.189 | 0.067 | -0.109 |
| 1996 | 0.092 | 0.138 | -0.168 | -0.057 |
| 1995 | 0.027 | 0.027 | -0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.116 |
| 5 years | 0.080 |
| 10 years | 0.107 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.