Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.136 | 0.042 | 24 |
| 1 month | 0.088 | -0.014 | 81 |
| 3 months | 0.094 | 0.007 | 13 |
| 1 year | 0.203 | 0.187 | 88 |
| 3 years | 0.174 | 0.092 | 53 |
| 5 years | 0.155 | 0.072 | 20 |
| 10 years | 0.100 | 0.093 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.104 | — |
| 2024 | 0.250 | — |
| 2023 | 0.003 | — |
| 2022 | 0.062 | — |
| 2021 | 0.195 | — |
| 2020 | -0.093 | 0.009 |
| 2019 | 0.208 | 0.229 |
| 2018 | -0.035 | 0.028 |
| 2017 | 0.070 | 0.118 |
| 2016 | 0.207 | 0.138 |
| 2015 | -0.160 | -0.099 |
| 2014 | 0.212 | 0.171 |
| 2013 | 0.254 | 0.184 |
| 2012 | 0.075 | 0.069 |
| 2011 | 0.252 | 0.106 |
| 2010 | 0.124 | 0.086 |
| 2009 | 0.239 | 0.178 |
| 2008 | -0.283 | -0.339 |
| 2007 | 0.140 | 0.204 |
| 2006 | 0.213 | 0.260 |
| 2005 | 0.135 | 0.136 |
| 2004 | 0.230 | 0.240 |
| 2003 | 0.235 | 0.236 |
| 2002 | -0.239 | -0.238 |
| 2001 | -0.148 | -0.207 |
| 2000 | 0.559 | 0.084 |
| 1999 | -0.037 | 0.159 |
| 1998 | 0.053 | 0.192 |
| 1997 | 0.242 | 0.261 |
| 1996 | 0.208 | 0.098 |
| 1995 | 0.305 | 0.282 |
| 1994 | -0.097 | -0.088 |
| 1993 | 0.166 | 0.132 |
| 1992 | 0.114 | 0.094 |
| 1991 | 0.032 | 0.222 |
| 1990 | -0.105 | -0.008 |
| 1989 | — | 0.286 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.073 | 0.000 | 0.051 | -0.022 |
| 2024 | 0.030 | 0.023 | 0.140 | 0.040 |
| 2023 | -0.009 | 0.001 | -0.058 | 0.073 |
| 2022 | 0.133 | -0.065 | -0.059 | 0.066 |
| 2021 | 0.076 | 0.029 | -0.017 | 0.098 |
| 2020 | -0.191 | 0.038 | 0.005 | 0.074 |
| 2019 | 0.141 | 0.027 | 0.026 | 0.005 |
| 2018 | -0.066 | 0.072 | 0.007 | -0.043 |
| 2017 | 0.055 | 0.005 | 0.021 | -0.011 |
| 2016 | 0.122 | 0.095 | -0.008 | -0.010 |
| 2015 | -0.018 | -0.043 | -0.063 | -0.046 |
| 2014 | 0.073 | 0.107 | -0.022 | 0.044 |
| 2013 | 0.141 | -0.015 | 0.049 | 0.064 |
| 2012 | 0.005 | 0.034 | 0.041 | -0.007 |
| 2011 | 0.099 | 0.046 | -0.043 | 0.137 |
| 2010 | 0.011 | -0.063 | 0.119 | 0.060 |
| 2009 | -0.109 | 0.147 | 0.104 | 0.098 |
| 2008 | -0.083 | 0.116 | -0.164 | -0.162 |
| 2007 | 0.042 | 0.022 | 0.018 | 0.052 |
| 2006 | 0.007 | 0.058 | 0.036 | 0.098 |
| 2005 | 0.031 | 0.083 | 0.068 | -0.048 |
| 2004 | 0.037 | 0.002 | 0.064 | 0.113 |
| 2003 | -0.044 | 0.185 | 0.013 | 0.075 |
| 2002 | 0.045 | -0.134 | -0.211 | 0.065 |
| 2001 | -0.054 | -0.039 | -0.093 | 0.033 |
| 2000 | 0.110 | 0.055 | 0.235 | 0.078 |
| 1999 | -0.088 | 0.125 | -0.015 | -0.047 |
| 1998 | 0.025 | 0.005 | -0.011 | 0.033 |
| 1997 | -0.018 | 0.059 | 0.057 | 0.129 |
| 1996 | 0.026 | 0.057 | 0.027 | 0.084 |
| 1995 | 0.085 | 0.054 | 0.054 | 0.083 |
| 1994 | -0.065 | -0.016 | 0.018 | -0.035 |
| 1993 | 0.151 | 0.042 | 0.044 | -0.070 |
| 1992 | -0.053 | 0.073 | 0.088 | 0.008 |
| 1991 | 0.007 | -0.050 | 0.075 | 0.004 |
| 1990 | -0.065 | 0.006 | -0.050 | 0.003 |
| 1989 | 0.079 | 0.091 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.203 |
| 3 years | 0.174 |
| 5 years | 0.155 |
| 10 years | 0.100 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.