Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 37 |
| 1 month | 0.050 | 0 | 35 |
| 3 months | 0.129 | 0 | 14 |
| 1 year | 0.311 | 0 | 13 |
| 3 years | 0.166 | 0 | 7 |
| 5 years | 0.169 | 0 | 3 |
| 10 years | 0.104 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.296 | — |
| 2024 | 0.112 | — |
| 2023 | 0.100 | — |
| 2022 | 0.095 | — |
| 2021 | 0.164 | — |
| 2020 | -0.087 | — |
| 2019 | 0.203 | — |
| 2018 | -0.067 | — |
| 2017 | 0.106 | — |
| 2016 | 0.094 | — |
| 2015 | 0.073 | — |
| 2014 | 0.069 | — |
| 2013 | 0.206 | — |
| 2012 | 0.051 | — |
| 2011 | -0.056 | — |
| 2010 | 0.019 | — |
| 2009 | 0.056 | — |
| 2008 | -0.237 | — |
| 2007 | -0.040 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | 0.081 | 0.054 | 0.092 |
| 2024 | 0.046 | 0.036 | 0.011 | 0.014 |
| 2023 | 0.033 | -0.013 | 0.052 | 0.025 |
| 2022 | 0.034 | -0.034 | -0.029 | 0.128 |
| 2021 | 0.059 | 0.040 | 0.009 | 0.047 |
| 2020 | -0.237 | 0.102 | -0.048 | 0.140 |
| 2019 | 0.090 | 0.040 | 0.012 | 0.049 |
| 2018 | -0.055 | 0.074 | -0.001 | -0.080 |
| 2017 | 0.051 | 0.014 | -0.002 | 0.040 |
| 2016 | 0.022 | 0.049 | 0.066 | -0.042 |
| 2015 | 0.052 | -0.036 | -0.011 | 0.069 |
| 2014 | 0.015 | 0.014 | 0.002 | 0.036 |
| 2013 | 0.107 | -0.001 | 0.024 | 0.065 |
| 2012 | 0.018 | -0.003 | 0.028 | 0.007 |
| 2011 | -0.023 | 0.013 | -0.105 | 0.067 |
| 2010 | 0.030 | -0.107 | 0.067 | 0.039 |
| 2009 | -0.146 | 0.073 | 0.121 | 0.028 |
| 2008 | -0.149 | -0.021 | -0.081 | -0.002 |
| 2007 | 0.002 | 0.011 | -0.058 | 0.006 |
| 2006 | 0.039 | 0.075 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.311 |
| 3 years | 0.166 |
| 5 years | 0.169 |
| 10 years | 0.104 |
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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.