Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | — |
| 1 month | 0.010 | 0 | — |
| 3 months | 0.026 | 0 | — |
| 1 year | 0.082 | 0 | — |
| 3 years | 0.089 | 0 | — |
| 5 years | 0.050 | 0 | — |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.089 | — |
| 2024 | 0.085 | — |
| 2023 | 0.104 | — |
| 2022 | -0.109 | — |
| 2021 | 0.081 | — |
| 2020 | -0.005 | — |
| 2019 | 0.112 | — |
| 2018 | -0.047 | — |
| 2017 | 0.025 | — |
| 2016 | 0.030 | — |
| 2015 | 0.030 | — |
| 2014 | 0.065 | — |
| 2013 | 0.100 | — |
| 2012 | 0.084 | — |
| 2011 | -0.047 | — |
| 2010 | 0.006 | — |
| 2009 | 0.079 | — |
| 2008 | -0.165 | — |
| 2007 | 0.028 | — |
| 2006 | 0.055 | — |
| 2005 | 0.094 | — |
| 2004 | 0.054 | — |
| 2003 | 0.046 | — |
| 2002 | -0.135 | — |
| 2001 | -0.050 | — |
| 2000 | -0.027 | — |
| 1999 | 0.112 | — |
| 1998 | 0.135 | — |
| 1997 | 0.165 | — |
| 1996 | 0.247 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.036 | 0.028 | 0.018 |
| 2024 | 0.037 | 0.010 | 0.026 | 0.008 |
| 2023 | 0.041 | 0.020 | -0.013 | 0.053 |
| 2022 | -0.047 | -0.070 | -0.023 | 0.029 |
| 2021 | 0.029 | 0.020 | 0.001 | 0.029 |
| 2020 | -0.106 | 0.064 | 0.003 | 0.042 |
| 2019 | 0.055 | 0.020 | 0.022 | 0.010 |
| 2018 | -0.022 | 0.014 | 0.003 | -0.043 |
| 2017 | 0.018 | -0.003 | 0.013 | -0.004 |
| 2016 | -0.017 | 0.001 | 0.017 | 0.029 |
| 2015 | 0.072 | -0.035 | -0.028 | 0.024 |
| 2014 | 0.019 | 0.023 | 0.016 | 0.006 |
| 2013 | 0.010 | 0.009 | 0.042 | 0.037 |
| 2012 | 0.039 | -0.020 | 0.037 | 0.026 |
| 2011 | 0.008 | -0.003 | -0.080 | 0.030 |
| 2010 | 0.007 | -0.040 | 0.030 | 0.010 |
| 2009 | -0.019 | 0.038 | 0.051 | 0.009 |
| 2008 | -0.070 | -0.021 | -0.023 | -0.061 |
| 2007 | 0.006 | 0.025 | -0.005 | 0.002 |
| 2006 | 0.019 | -0.020 | 0.033 | 0.022 |
| 2005 | 0.018 | 0.032 | 0.029 | 0.012 |
| 2004 | 0.018 | 0.002 | 0.000 | 0.034 |
| 2003 | -0.048 | 0.057 | -0.003 | 0.043 |
| 2002 | -0.005 | -0.070 | -0.102 | 0.042 |
| 2001 | -0.023 | 0.011 | -0.094 | 0.063 |
| 2000 | 0.019 | -0.028 | 0.021 | -0.038 |
| 1999 | 0.017 | 0.014 | -0.023 | 0.103 |
| 1998 | 0.112 | 0.011 | -0.087 | 0.105 |
| 1997 | 0.036 | 0.072 | 0.020 | 0.027 |
| 1996 | 0.035 | 0.064 | 0.036 | 0.093 |
| 1995 | 0.035 | 0.041 | 0.033 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.089 |
| 5 years | 0.050 |
| 10 years | 0.039 |
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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.