Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.062 | 0.202 | 62 |
| 1 month | 0.006 | 0.000 | 83 |
| 3 months | 0.071 | 0.044 | 46 |
| 1 year | 0.223 | 0.602 | 26 |
| 3 years | 0.132 | 0.113 | 29 |
| 5 years | 0.053 | 0.139 | 74 |
| 10 years | 0.085 | 0.112 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.127 | — |
| 2024 | 0.177 | — |
| 2023 | 0.094 | — |
| 2022 | -0.190 | — |
| 2021 | 0.168 | — |
| 2020 | 0.100 | 0.110 |
| 2019 | 0.177 | 0.238 |
| 2018 | -0.164 | -0.127 |
| 2017 | 0.156 | 0.123 |
| 2016 | 0.160 | 0.208 |
| 2015 | -0.039 | -0.054 |
| 2014 | 0.064 | 0.038 |
| 2013 | 0.378 | 0.374 |
| 2012 | 0.126 | 0.155 |
| 2011 | -0.028 | -0.041 |
| 2010 | 0.244 | 0.256 |
| 2009 | 0.488 | 0.318 |
| 2008 | -0.365 | -0.366 |
| 2007 | -0.171 | -0.011 |
| 2006 | 0.131 | 0.150 |
| 2005 | 0.111 | 0.067 |
| 2004 | 0.258 | 0.189 |
| 2003 | 0.537 | 0.434 |
| 2002 | -0.033 | -0.162 |
| 2001 | 0.139 | 0.089 |
| 2000 | -0.094 | 0.119 |
| 1999 | 0.031 | 0.200 |
| 1998 | 0.034 | -0.030 |
| 1997 | 0.333 | 0.264 |
| 1996 | 0.299 | 0.215 |
| 1995 | 0.197 | 0.272 |
| 1994 | -0.047 | -0.018 |
| 1993 | 0.170 | 0.176 |
| 1992 | 0.194 | 0.139 |
| 1991 | 0.312 | 0.407 |
| 1990 | -0.136 | -0.120 |
| 1989 | 0.164 | 0.183 |
| 1988 | 0.127 | 0.230 |
| 1987 | — | -0.019 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | 0.064 | 0.100 | 0.063 |
| 2024 | 0.079 | -0.009 | 0.061 | 0.038 |
| 2023 | -0.004 | 0.030 | -0.046 | 0.118 |
| 2022 | -0.023 | -0.187 | -0.060 | 0.085 |
| 2021 | 0.115 | 0.023 | -0.047 | 0.075 |
| 2020 | -0.339 | 0.250 | 0.045 | 0.275 |
| 2019 | 0.127 | -0.009 | -0.031 | 0.086 |
| 2018 | -0.037 | 0.036 | 0.023 | -0.181 |
| 2017 | 0.045 | 0.016 | 0.023 | 0.064 |
| 2016 | 0.008 | 0.028 | 0.048 | 0.069 |
| 2015 | 0.030 | 0.007 | -0.082 | 0.010 |
| 2014 | 0.016 | 0.026 | -0.060 | 0.086 |
| 2013 | 0.125 | 0.045 | 0.078 | 0.088 |
| 2012 | 0.118 | -0.063 | 0.039 | 0.034 |
| 2011 | 0.056 | -0.002 | -0.198 | 0.151 |
| 2010 | 0.078 | -0.111 | 0.152 | 0.127 |
| 2009 | -0.164 | 0.383 | 0.228 | 0.048 |
| 2008 | -0.103 | -0.041 | -0.014 | -0.252 |
| 2007 | 0.009 | 0.025 | -0.110 | -0.099 |
| 2006 | 0.094 | -0.034 | -0.009 | 0.079 |
| 2005 | 0.008 | 0.061 | 0.053 | -0.013 |
| 2004 | 0.094 | -0.004 | 0.020 | 0.132 |
| 2003 | -0.010 | 0.164 | 0.101 | 0.211 |
| 2002 | 0.092 | 0.059 | -0.158 | -0.007 |
| 2001 | 0.033 | 0.109 | -0.128 | 0.140 |
| 2000 | -0.014 | -0.031 | 0.016 | -0.067 |
| 1999 | -0.104 | 0.185 | -0.084 | 0.059 |
| 1998 | 0.127 | -0.020 | -0.169 | 0.127 |
| 1997 | -0.006 | 0.155 | 0.173 | -0.010 |
| 1996 | 0.037 | 0.091 | 0.042 | 0.101 |
| 1995 | 0.025 | 0.061 | 0.077 | 0.022 |
| 1994 | -0.015 | -0.062 | 0.055 | -0.023 |
| 1993 | 0.052 | -0.004 | 0.082 | 0.032 |
| 1992 | 0.045 | -0.051 | 0.043 | 0.154 |
| 1991 | 0.200 | -0.009 | 0.055 | 0.046 |
| 1990 | -0.006 | 0.021 | -0.188 | 0.049 |
| 1989 | 0.066 | 0.069 | 0.063 | -0.039 |
| 1988 | 0.061 | 0.028 | 0.012 | 0.021 |
| 1987 | 0.003 | 0.017 | -0.059 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.223 |
| 3 years | 0.132 |
| 5 years | 0.053 |
| 10 years | 0.085 |
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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.