Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.097 | 0 | 93 |
| 1 month | -0.084 | 0 | 69 |
| 3 months | -0.097 | 0 | 93 |
| 1 year | 0.057 | 0 | 56 |
| 3 years | -0.005 | 0 | 61 |
| 5 years | -0.017 | 0 | 70 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.181 | — |
| 2024 | -0.103 | — |
| 2023 | 0.044 | — |
| 2022 | -0.193 | — |
| 2021 | 0.235 | — |
| 2020 | 0.174 | — |
| 2019 | 0.186 | — |
| 2018 | -0.265 | — |
| 2017 | 0.170 | — |
| 2016 | 0.097 | — |
| 2015 | 0.275 | — |
| 2014 | 0.110 | — |
| 2013 | 0.188 | — |
| 2012 | 0.115 | — |
| 2011 | -0.250 | — |
| 2010 | 0.059 | — |
| 2009 | 0.453 | — |
| 2008 | -0.460 | — |
| 2007 | -0.180 | — |
| 2006 | 0.060 | — |
| 2005 | 0.420 | — |
| 2004 | 0.151 | — |
| 2003 | 0.009 | — |
| 2002 | -0.491 | — |
| 2001 | -0.462 | — |
| 2000 | 0.333 | — |
| 1999 | 0.850 | — |
| 1998 | 0.348 | — |
| 1997 | 0.258 | — |
| 1996 | 0.528 | — |
| 1995 | -0.138 | — |
| 1994 | -0.176 | — |
| 1993 | 0.391 | — |
| 1992 | -0.027 | — |
| 1991 | -0.102 | — |
| 1990 | -0.352 | — |
| 1989 | 0.311 | — |
| 1988 | 0.705 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.097 | — | — | — |
| 2025 | 0.009 | 0.168 | -0.013 | 0.015 |
| 2024 | -0.032 | -0.081 | 0.066 | -0.054 |
| 2023 | 0.015 | 0.020 | -0.093 | 0.112 |
| 2022 | -0.106 | -0.111 | -0.123 | 0.160 |
| 2021 | 0.085 | 0.025 | 0.027 | 0.082 |
| 2020 | -0.286 | 0.256 | 0.123 | 0.166 |
| 2019 | 0.122 | 0.029 | -0.035 | 0.066 |
| 2018 | -0.001 | -0.015 | -0.065 | -0.201 |
| 2017 | 0.025 | 0.120 | 0.025 | -0.006 |
| 2016 | -0.060 | 0.017 | 0.109 | 0.035 |
| 2015 | 0.124 | 0.030 | 0.012 | 0.088 |
| 2014 | 0.143 | -0.010 | -0.032 | 0.013 |
| 2013 | 0.039 | -0.041 | 0.124 | 0.061 |
| 2012 | 0.162 | -0.141 | 0.074 | 0.041 |
| 2011 | 0.079 | 0.027 | -0.283 | -0.055 |
| 2010 | 0.042 | -0.040 | -0.006 | 0.065 |
| 2009 | -0.007 | 0.212 | 0.225 | -0.015 |
| 2008 | -0.179 | -0.001 | -0.070 | -0.292 |
| 2007 | 0.041 | 0.017 | -0.135 | -0.105 |
| 2006 | 0.155 | -0.108 | -0.011 | 0.040 |
| 2005 | 0.127 | 0.060 | 0.158 | 0.027 |
| 2004 | 0.073 | -0.001 | -0.080 | 0.167 |
| 2003 | -0.284 | 0.292 | 0.091 | 0.000 |
| 2002 | 0.032 | -0.247 | -0.327 | -0.027 |
| 2001 | -0.269 | -0.112 | -0.384 | 0.346 |
| 2000 | 0.595 | -0.157 | 0.197 | -0.172 |
| 1999 | -0.030 | 0.026 | 0.069 | 0.739 |
| 1998 | 0.354 | 0.303 | -0.240 | 0.006 |
| 1997 | 0.430 | 0.001 | 0.010 | -0.129 |
| 1996 | 0.283 | 0.138 | -0.028 | 0.076 |
| 1995 | -0.075 | 0.066 | -0.029 | -0.100 |
| 1994 | 0.022 | -0.110 | -0.023 | -0.074 |
| 1993 | 0.072 | 0.010 | 0.118 | 0.149 |
| 1992 | 0.131 | 0.024 | -0.143 | -0.020 |
| 1991 | 0.166 | -0.053 | -0.009 | -0.180 |
| 1990 | -0.019 | -0.004 | -0.259 | -0.105 |
| 1989 | 0.157 | 0.061 | 0.131 | -0.056 |
| 1988 | 0.140 | 0.191 | 0.144 | 0.098 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | -0.012 |
| 5 years | -0.021 |
| 10 years | 0.032 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.