Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 24 |
| 1 month | 0.021 | 0 | 21 |
| 3 months | 0.000 | 0 | 53 |
| 1 year | 0.057 | 0 | 30 |
| 3 years | 0.062 | 0 | 25 |
| 5 years | 0.015 | 0 | 55 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.052 | — |
| 2024 | 0.051 | — |
| 2023 | 0.085 | — |
| 2022 | -0.156 | — |
| 2021 | 0.044 | — |
| 2020 | 0.049 | — |
| 2019 | 0.124 | — |
| 2018 | -0.027 | — |
| 2017 | 0.041 | — |
| 2016 | 0.028 | — |
| 2015 | 0.031 | — |
| 2014 | 0.105 | — |
| 2013 | 0.083 | — |
| 2012 | 0.100 | — |
| 2011 | -0.024 | — |
| 2010 | 0.024 | — |
| 2009 | 0.121 | — |
| 2008 | -0.094 | — |
| 2007 | 0.036 | — |
| 2006 | 0.037 | — |
| 2005 | 0.084 | — |
| 2004 | 0.060 | — |
| 2003 | 0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.015 | — | — | — |
| 2025 | -0.006 | 0.030 | 0.016 | 0.012 |
| 2024 | 0.022 | -0.008 | 0.035 | 0.002 |
| 2023 | 0.026 | 0.009 | -0.024 | 0.074 |
| 2022 | -0.058 | -0.082 | -0.036 | 0.013 |
| 2021 | 0.006 | 0.013 | 0.009 | 0.016 |
| 2020 | -0.057 | 0.054 | 0.020 | 0.035 |
| 2019 | 0.052 | 0.037 | 0.037 | -0.006 |
| 2018 | -0.005 | -0.002 | 0.006 | -0.026 |
| 2017 | 0.006 | 0.012 | 0.013 | 0.008 |
| 2016 | 0.005 | -0.002 | 0.022 | 0.002 |
| 2015 | 0.085 | -0.058 | -0.013 | 0.023 |
| 2014 | 0.039 | 0.028 | 0.016 | 0.018 |
| 2013 | 0.008 | 0.009 | 0.032 | 0.033 |
| 2012 | 0.031 | -0.019 | 0.052 | 0.033 |
| 2011 | 0.017 | 0.002 | -0.050 | 0.009 |
| 2010 | 0.021 | -0.017 | 0.032 | -0.010 |
| 2009 | -0.040 | 0.071 | 0.081 | 0.008 |
| 2008 | -0.050 | -0.027 | -0.010 | -0.010 |
| 2007 | 0.003 | 0.013 | 0.014 | 0.006 |
| 2006 | 0.011 | -0.020 | 0.038 | 0.009 |
| 2005 | 0.017 | 0.031 | 0.020 | 0.014 |
| 2004 | 0.018 | -0.002 | 0.014 | 0.028 |
| 2003 | -0.003 | 0.034 | 0.002 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.051 |
| 5 years | 0.009 |
| 10 years | 0.025 |
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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.