Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 25 |
| 1 month | 0.085 | 0 | 30 |
| 3 months | 0.049 | 0 | 21 |
| 1 year | 0.254 | 0 | 29 |
| 3 years | 0.155 | 0 | 35 |
| 5 years | 0.082 | 0 | 54 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.064 | — |
| 2024 | 0.226 | — |
| 2023 | 0.147 | — |
| 2022 | -0.180 | — |
| 2021 | 0.240 | — |
| 2020 | 0.103 | — |
| 2019 | 0.285 | — |
| 2018 | -0.080 | — |
| 2017 | 0.091 | — |
| 2016 | 0.065 | — |
| 2015 | 0.104 | — |
| 2014 | 0.171 | — |
| 2013 | 0.176 | — |
| 2012 | 0.130 | — |
| 2011 | -0.090 | — |
| 2010 | 0.212 | — |
| 2009 | 0.315 | — |
| 2008 | -0.417 | — |
| 2007 | -0.025 | — |
| 2006 | 0.061 | — |
| 2005 | 0.280 | — |
| 2004 | 0.023 | — |
| 2003 | 0.097 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.022 | — | — | — |
| 2025 | -0.063 | 0.030 | 0.069 | 0.031 |
| 2024 | 0.105 | 0.025 | 0.019 | 0.062 |
| 2023 | 0.041 | 0.047 | -0.011 | 0.065 |
| 2022 | -0.067 | -0.107 | -0.020 | 0.005 |
| 2021 | 0.068 | 0.058 | 0.011 | 0.086 |
| 2020 | -0.196 | 0.173 | 0.056 | 0.107 |
| 2019 | 0.143 | 0.023 | 0.039 | 0.058 |
| 2018 | -0.036 | 0.043 | 0.040 | -0.120 |
| 2017 | 0.055 | -0.015 | 0.006 | 0.044 |
| 2016 | -0.054 | 0.029 | 0.037 | 0.054 |
| 2015 | 0.154 | -0.032 | -0.094 | 0.090 |
| 2014 | 0.009 | 0.048 | 0.061 | 0.044 |
| 2013 | 0.090 | -0.014 | 0.039 | 0.053 |
| 2012 | 0.093 | -0.015 | 0.042 | 0.006 |
| 2011 | -0.023 | -0.031 | -0.110 | 0.080 |
| 2010 | 0.088 | -0.025 | 0.020 | 0.121 |
| 2009 | -0.078 | 0.172 | 0.140 | 0.067 |
| 2008 | -0.185 | -0.027 | -0.091 | -0.192 |
| 2007 | 0.002 | 0.062 | -0.026 | -0.059 |
| 2006 | 0.038 | -0.079 | 0.046 | 0.061 |
| 2005 | 0.029 | 0.088 | 0.080 | 0.059 |
| 2004 | 0.048 | -0.004 | -0.042 | 0.023 |
| 2003 | 0 | 0.071 | 0.024 | 0 |
| 2002 | -0.088 | -0.125 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.229 |
| 3 years | 0.147 |
| 5 years | 0.078 |
| 10 years | 0.097 |
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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.