Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 34 |
| 1 month | 0.054 | 0 | 29 |
| 3 months | -0.053 | 0 | 39 |
| 1 year | 0.271 | 0 | 28 |
| 3 years | 0.106 | 0 | 49 |
| 5 years | -0.012 | 0 | 58 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.354 | — |
| 2024 | 0.151 | — |
| 2023 | -0.179 | — |
| 2022 | -0.142 | — |
| 2021 | -0.116 | — |
| 2020 | 0.277 | — |
| 2019 | 0.120 | — |
| 2018 | -0.169 | — |
| 2017 | 0.345 | — |
| 2016 | 0.014 | — |
| 2015 | -0.056 | — |
| 2014 | 0.058 | — |
| 2013 | 0.063 | — |
| 2012 | 0.232 | — |
| 2011 | -0.192 | — |
| 2010 | 0.192 | — |
| 2009 | 0.708 | — |
| 2008 | -0.470 | — |
| 2007 | 0.520 | — |
| 2006 | 0.530 | — |
| 2005 | 0.101 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.031 | — | — | — |
| 2025 | 0.130 | 0.061 | 0.210 | -0.067 |
| 2024 | -0.021 | 0.065 | 0.194 | -0.076 |
| 2023 | 0.015 | -0.093 | -0.042 | -0.069 |
| 2022 | -0.071 | 0.008 | -0.209 | 0.158 |
| 2021 | 0.031 | 0.028 | -0.121 | -0.050 |
| 2020 | -0.137 | 0.151 | 0.112 | 0.156 |
| 2019 | 0.132 | -0.019 | -0.075 | 0.090 |
| 2018 | 0.014 | -0.054 | -0.047 | -0.091 |
| 2017 | 0.089 | 0.070 | 0.074 | 0.075 |
| 2016 | -0.044 | -0.006 | 0.117 | -0.044 |
| 2015 | 0.057 | 0.071 | -0.200 | 0.043 |
| 2014 | -0.057 | 0.052 | 0.009 | 0.056 |
| 2013 | -0.022 | -0.053 | 0.089 | 0.054 |
| 2012 | 0.106 | -0.047 | 0.070 | 0.092 |
| 2011 | 0.001 | -0.029 | -0.225 | 0.073 |
| 2010 | 0.000 | -0.048 | 0.176 | 0.064 |
| 2009 | -0.004 | 0.361 | 0.177 | 0.071 |
| 2008 | -0.177 | -0.032 | -0.207 | -0.161 |
| 2007 | -0.001 | 0.110 | 0.273 | 0.078 |
| 2006 | 0.155 | 0.034 | 0.084 | 0.183 |
| 2005 | -0.039 | 0.057 | 0.074 | 0.009 |
| 2004 | -0.067 | 0.106 | 0.099 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.207 |
| 3 years | 0.088 |
| 5 years | -0.022 |
| 10 years | 0.048 |
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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.