Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0.053 | 43 |
| 1 month | -0.050 | -0.042 | 36 |
| 3 months | -0.040 | 0.039 | 43 |
| 1 year | 0.182 | 0.203 | 28 |
| 3 years | 0.178 | 0.065 | 38 |
| 5 years | 0.108 | 0.118 | 49 |
| 10 years | 0.137 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.171 | — |
| 2024 | 0.237 | — |
| 2023 | 0.260 | 0.223 |
| 2022 | -0.195 | -0.170 |
| 2021 | 0.257 | 0.261 |
| 2020 | 0.210 | 0.158 |
| 2019 | 0.308 | 0.288 |
| 2018 | -0.052 | -0.063 |
| 2017 | 0.212 | 0.204 |
| 2016 | 0.127 | 0.104 |
| 2015 | 0.004 | -0.011 |
| 2014 | 0.126 | 0.110 |
| 2013 | 0.335 | 0.315 |
| 2012 | 0.164 | 0.150 |
| 2011 | 0.011 | -0.013 |
| 2010 | 0.173 | 0.140 |
| 2009 | 0.288 | 0.282 |
| 2008 | -0.370 | -0.378 |
| 2007 | 0.056 | 0.062 |
| 2006 | 0.156 | 0.142 |
| 2005 | 0.061 | 0.059 |
| 2004 | 0.126 | 0.100 |
| 2003 | 0.314 | 0.270 |
| 2002 | -0.210 | -0.223 |
| 2001 | -0.109 | -0.135 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.040 | — | — | — |
| 2025 | -0.048 | 0.110 | 0.082 | 0.024 |
| 2024 | 0.100 | 0.032 | 0.062 | 0.026 |
| 2023 | 0.072 | 0.084 | -0.033 | 0.122 |
| 2022 | -0.055 | -0.168 | -0.045 | 0.071 |
| 2021 | 0.064 | 0.083 | -0.001 | 0.092 |
| 2020 | -0.209 | 0.221 | 0.092 | 0.147 |
| 2019 | 0.140 | 0.041 | 0.011 | 0.090 |
| 2018 | -0.006 | 0.039 | 0.071 | -0.143 |
| 2017 | 0.058 | 0.030 | 0.045 | 0.063 |
| 2016 | 0.009 | 0.027 | 0.044 | 0.041 |
| 2015 | 0.018 | 0.001 | -0.073 | 0.063 |
| 2014 | 0.020 | 0.049 | 0.000 | 0.052 |
| 2013 | 0.110 | 0.028 | 0.063 | 0.101 |
| 2012 | 0.129 | -0.031 | 0.062 | 0.002 |
| 2011 | 0.064 | 0.000 | -0.152 | 0.121 |
| 2010 | 0.060 | -0.113 | 0.116 | 0.117 |
| 2009 | -0.107 | 0.169 | 0.165 | 0.058 |
| 2008 | -0.095 | -0.015 | -0.085 | -0.227 |
| 2007 | 0.014 | 0.061 | 0.016 | -0.033 |
| 2006 | 0.054 | -0.020 | 0.045 | 0.071 |
| 2005 | -0.024 | 0.022 | 0.040 | 0.022 |
| 2004 | 0.026 | 0.013 | -0.018 | 0.103 |
| 2003 | -0.031 | 0.165 | 0.036 | 0.124 |
| 2002 | 0.009 | -0.127 | -0.168 | 0.078 |
| 2001 | -0.123 | 0.075 | -0.159 | 0.124 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.182 |
| 3 years | 0.178 |
| 5 years | 0.108 |
| 10 years | 0.137 |
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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.