Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.095 | 0 | 7 |
| 1 month | 0.052 | 0 | 17 |
| 3 months | 0.143 | 0 | 4 |
| 1 year | 0.540 | 0 | 1 |
| 3 years | 0.277 | 0 | 1 |
| 5 years | 0.219 | 0 | 1 |
| 10 years | 0.144 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.559 | — |
| 2024 | 0.164 | — |
| 2023 | 0.151 | — |
| 2022 | 0.020 | — |
| 2021 | 0.195 | — |
| 2020 | -0.056 | — |
| 2019 | 0.212 | — |
| 2018 | -0.218 | — |
| 2017 | 0.224 | — |
| 2016 | 0.212 | — |
| 2015 | 0.076 | — |
| 2014 | -0.014 | — |
| 2013 | 0.379 | — |
| 2012 | 0.224 | — |
| 2011 | -0.204 | — |
| 2010 | 0.123 | — |
| 2009 | 0.139 | — |
| 2008 | -0.397 | — |
| 2007 | 0.095 | — |
| 2006 | 0.213 | — |
| 2005 | 0.335 | — |
| 2004 | 0.212 | — |
| 2003 | 0.434 | — |
| 2002 | -0.105 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.161 | 0.138 | 0.075 | 0.098 |
| 2024 | 0.132 | 0.021 | 0.000 | 0.007 |
| 2023 | 0.058 | 0.020 | 0.041 | 0.025 |
| 2022 | -0.033 | -0.091 | -0.014 | 0.177 |
| 2021 | 0.112 | 0.033 | 0.037 | 0.003 |
| 2020 | -0.296 | 0.213 | -0.031 | 0.141 |
| 2019 | 0.069 | 0.104 | -0.004 | 0.030 |
| 2018 | -0.037 | -0.013 | -0.022 | -0.159 |
| 2017 | 0.051 | 0.067 | 0.055 | 0.035 |
| 2016 | 0.013 | -0.003 | 0.116 | 0.076 |
| 2015 | 0.109 | -0.031 | -0.060 | 0.066 |
| 2014 | 0.039 | 0.008 | -0.052 | -0.006 |
| 2013 | 0.158 | 0.018 | 0.075 | 0.088 |
| 2012 | 0.130 | -0.109 | 0.091 | 0.114 |
| 2011 | 0.049 | 0.028 | -0.266 | 0.006 |
| 2010 | 0.046 | -0.146 | 0.144 | 0.098 |
| 2009 | -0.171 | 0.089 | 0.241 | 0.016 |
| 2008 | -0.111 | -0.043 | -0.212 | -0.101 |
| 2007 | 0.038 | 0.057 | 0.003 | -0.005 |
| 2006 | 0.159 | -0.085 | 0.013 | 0.129 |
| 2005 | 0.045 | 0.055 | 0.150 | 0.054 |
| 2004 | 0.019 | 0.035 | 0.034 | 0.111 |
| 2003 | -0.009 | 0.195 | 0.083 | 0.118 |
| 2002 | 0.064 | 0.025 | -0.206 | 0.034 |
| 2001 | 0.013 | -0.124 | 0.070 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.540 |
| 3 years | 0.277 |
| 5 years | 0.219 |
| 10 years | 0.144 |
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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.