Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 29 |
| 1 month | 0.020 | 0 | 40 |
| 3 months | 0.057 | 0 | 22 |
| 1 year | 0.083 | 0 | 48 |
| 3 years | 0.070 | 0 | 87 |
| 5 years | 0.060 | 0 | 56 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.087 | — |
| 2024 | 0.047 | — |
| 2023 | 0.093 | — |
| 2022 | -0.124 | — |
| 2021 | 0.182 | — |
| 2020 | 0.002 | — |
| 2019 | 0.204 | — |
| 2018 | -0.067 | — |
| 2017 | 0.069 | — |
| 2016 | 0.021 | — |
| 2015 | 0.046 | — |
| 2014 | 0.047 | — |
| 2013 | 0.126 | — |
| 2012 | 0.156 | — |
| 2011 | -0.069 | — |
| 2010 | 0.069 | — |
| 2009 | 0.234 | — |
| 2008 | -0.288 | — |
| 2007 | 0.063 | — |
| 2006 | 0.166 | — |
| 2005 | 0.186 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.019 | 0.026 | 0.039 |
| 2024 | 0.054 | 0.001 | 0.024 | -0.030 |
| 2023 | 0.059 | 0.012 | -0.037 | 0.059 |
| 2022 | -0.054 | -0.098 | -0.027 | 0.054 |
| 2021 | 0.058 | 0.061 | 0.007 | 0.047 |
| 2020 | -0.146 | 0.096 | 0.007 | 0.063 |
| 2019 | 0.086 | 0.036 | 0.045 | 0.025 |
| 2018 | -0.031 | 0.028 | 0.012 | -0.074 |
| 2017 | 0.043 | 0.000 | 0.023 | 0.002 |
| 2016 | -0.041 | -0.006 | 0.029 | 0.041 |
| 2015 | 0.128 | -0.030 | -0.072 | 0.030 |
| 2014 | 0.020 | 0.027 | 0.011 | -0.012 |
| 2013 | 0.028 | -0.011 | 0.073 | 0.032 |
| 2012 | 0.076 | -0.023 | 0.053 | 0.045 |
| 2011 | 0.008 | 0.003 | -0.131 | 0.060 |
| 2010 | 0.031 | -0.045 | 0.042 | 0.041 |
| 2009 | -0.059 | 0.112 | 0.134 | 0.040 |
| 2008 | -0.092 | -0.029 | -0.083 | -0.120 |
| 2007 | 0.031 | 0.066 | -0.022 | -0.011 |
| 2006 | 0.088 | -0.021 | 0.039 | 0.055 |
| 2005 | 0.038 | 0.056 | 0.054 | 0.027 |
| 2004 | 0.042 | -0.007 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.059 |
| 5 years | 0.053 |
| 10 years | 0.054 |
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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.