Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 25 |
| 1 month | -0.077 | 0 | 21 |
| 3 months | 0 | 0 | 25 |
| 1 year | 0.299 | 0 | 34 |
| 3 years | 0.077 | 0 | 52 |
| 5 years | -0.033 | 0 | 61 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.323 | — |
| 2024 | 0.121 | — |
| 2023 | -0.102 | — |
| 2022 | -0.293 | — |
| 2021 | -0.097 | — |
| 2020 | 0.580 | — |
| 2019 | 0.427 | — |
| 2018 | -0.239 | — |
| 2017 | 0.558 | — |
| 2016 | -0.014 | — |
| 2015 | -0.052 | — |
| 2014 | 0.061 | — |
| 2013 | 0.132 | — |
| 2012 | 0.253 | — |
| 2011 | -0.232 | — |
| 2010 | 0.158 | — |
| 2009 | 0.665 | — |
| 2008 | -0.494 | — |
| 2007 | 0.505 | — |
| 2006 | 0.460 | — |
| 2005 | 0.075 | — |
| 2004 | 0.016 | — |
| 2003 | 0.880 | — |
| 2002 | -0.077 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0 | — | — | — |
| 2025 | 0.019 | 0.087 | 0.211 | -0.014 |
| 2024 | -0.012 | 0.062 | 0.135 | -0.059 |
| 2023 | 0.066 | -0.081 | -0.094 | 0.011 |
| 2022 | -0.170 | -0.054 | -0.210 | 0.140 |
| 2021 | 0.008 | 0.077 | -0.145 | -0.026 |
| 2020 | -0.088 | 0.244 | 0.141 | 0.221 |
| 2019 | 0.224 | -0.005 | 0.019 | 0.151 |
| 2018 | 0.007 | -0.034 | -0.096 | -0.134 |
| 2017 | 0.137 | 0.117 | 0.102 | 0.113 |
| 2016 | -0.043 | -0.005 | 0.147 | -0.097 |
| 2015 | 0.050 | 0.062 | -0.195 | 0.056 |
| 2014 | -0.039 | 0.069 | -0.021 | 0.055 |
| 2013 | 0.012 | -0.024 | 0.082 | 0.059 |
| 2012 | 0.135 | -0.058 | 0.085 | 0.080 |
| 2011 | -0.004 | 0.007 | -0.252 | 0.024 |
| 2010 | -0.015 | -0.069 | 0.162 | 0.088 |
| 2009 | 0.029 | 0.317 | 0.144 | 0.074 |
| 2008 | -0.182 | -0.057 | -0.222 | -0.158 |
| 2007 | -0.014 | 0.210 | 0.308 | -0.037 |
| 2006 | 0.120 | -0.016 | 0.066 | 0.242 |
| 2005 | -0.011 | 0.009 | 0.019 | 0.057 |
| 2004 | 0.037 | -0.152 | 0.064 | 0.086 |
| 2003 | 0.032 | 0.193 | 0.216 | 0.255 |
| 2002 | 0.088 | -0.036 | -0.132 | 0.014 |
| 2001 | -0.235 | 0.318 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.227 |
| 3 years | 0.057 |
| 5 years | -0.044 |
| 10 years | 0.083 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.