Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 26 |
| 1 month | -0.090 | 0 | 54 |
| 3 months | -0.023 | 0 | 26 |
| 1 year | 0.090 | 0 | 47 |
| 3 years | 0.087 | 0 | 57 |
| 5 years | 0.051 | 0 | 80 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.200 | — |
| 2024 | 0.049 | — |
| 2023 | 0.157 | — |
| 2022 | -0.180 | — |
| 2021 | 0.175 | — |
| 2020 | 0.042 | — |
| 2019 | 0.254 | — |
| 2018 | -0.217 | — |
| 2017 | 0.121 | — |
| 2016 | -0.004 | — |
| 2015 | 0.145 | — |
| 2014 | 0.029 | — |
| 2013 | 0.243 | — |
| 2012 | 0.203 | — |
| 2011 | -0.174 | — |
| 2010 | 0.199 | — |
| 2009 | 0.379 | — |
| 2008 | -0.447 | — |
| 2007 | 0.131 | — |
| 2006 | 0.207 | — |
| 2005 | 0.336 | — |
| 2004 | 0.052 | — |
| 2003 | 0.365 | — |
| 2002 | -0.410 | — |
| 2001 | -0.212 | — |
| 2000 | -0.055 | — |
| 1999 | 0.342 | — |
| 1998 | 0.155 | — |
| 1997 | 0.403 | — |
| 1996 | 0.307 | — |
| 1995 | 0.093 | — |
| 1994 | -0.016 | — |
| 1993 | 0.408 | — |
| 1992 | 0.000 | — |
| 1991 | 0.098 | — |
| 1990 | -0.193 | — |
| 1989 | 0.247 | — |
| 1988 | 0.293 | — |
| 1987 | -0.324 | — |
| 1986 | 0.027 | — |
| 1985 | 0.468 | — |
| 1984 | 0.063 | — |
| 1983 | 0.277 | — |
| 1982 | 0.090 | — |
| 1981 | 0.022 | — |
| 1980 | 0.130 | — |
| 1979 | -0.004 | — |
| 1978 | 0.048 | — |
| 1977 | 0.020 | — |
| 1976 | 0.020 | — |
| 1975 | 0.426 | — |
| 1974 | -0.091 | — |
| 1973 | -0.182 | — |
| 1972 | 0.097 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.023 | — | — | — |
| 2025 | 0.076 | 0.067 | 0.008 | 0.038 |
| 2024 | 0.051 | -0.016 | 0.043 | -0.027 |
| 2023 | 0.108 | 0.025 | -0.032 | 0.054 |
| 2022 | -0.088 | -0.148 | -0.047 | 0.108 |
| 2021 | 0.073 | 0.056 | -0.013 | 0.051 |
| 2020 | -0.235 | 0.213 | 0.034 | 0.085 |
| 2019 | 0.107 | 0.069 | -0.001 | 0.061 |
| 2018 | -0.072 | 0.011 | -0.005 | -0.162 |
| 2017 | 0.064 | 0.016 | 0.029 | 0.008 |
| 2016 | -0.091 | -0.065 | 0.076 | 0.089 |
| 2015 | 0.217 | -0.055 | -0.098 | 0.104 |
| 2014 | 0.007 | 0.013 | -0.034 | 0.044 |
| 2013 | 0.033 | 0.016 | 0.066 | 0.111 |
| 2012 | 0.176 | -0.108 | 0.098 | 0.044 |
| 2011 | 0.024 | 0.012 | -0.248 | 0.060 |
| 2010 | 0.063 | -0.047 | 0.050 | 0.127 |
| 2009 | -0.115 | 0.242 | 0.195 | 0.050 |
| 2008 | -0.175 | 0.015 | -0.149 | -0.224 |
| 2007 | 0.045 | 0.105 | -0.016 | -0.004 |
| 2006 | 0.121 | -0.067 | 0.037 | 0.112 |
| 2005 | 0.046 | 0.061 | 0.125 | 0.070 |
| 2004 | 0.000 | 0.026 | -0.035 | 0.063 |
| 2003 | -0.151 | 0.340 | 0.039 | 0.154 |
| 2002 | 0.046 | -0.182 | -0.318 | 0.012 |
| 2001 | -0.095 | -0.012 | -0.255 | 0.184 |
| 2000 | 0.097 | -0.078 | 0.030 | -0.093 |
| 1999 | -0.015 | 0.123 | -0.038 | 0.261 |
| 1998 | 0.209 | 0.132 | -0.244 | 0.116 |
| 1997 | 0.183 | 0.157 | 0.062 | -0.034 |
| 1996 | 0.111 | 0.056 | 0.035 | 0.077 |
| 1995 | -0.086 | 0.104 | 0.055 | 0.027 |
| 1994 | -0.012 | -0.021 | -0.005 | 0.023 |
| 1993 | 0.090 | 0.019 | 0.106 | 0.146 |
| 1992 | 0.086 | 0.000 | -0.113 | 0.039 |
| 1991 | 0.065 | 0.066 | 0.005 | -0.038 |
| 1990 | 0.076 | -0.034 | -0.262 | 0.052 |
| 1989 | 0.015 | 0.094 | 0.042 | 0.077 |
| 1988 | 0.048 | 0.094 | 0.096 | 0.029 |
| 1987 | -0.076 | 0.069 | 0.059 | -0.354 |
| 1986 | 0.042 | -0.038 | 0.005 | 0.019 |
| 1985 | 0.059 | 0.127 | 0.027 | 0.197 |
| 1984 | -0.021 | -0.022 | 0.092 | 0.018 |
| 1983 | 0.083 | 0.105 | 0.039 | 0.027 |
| 1982 | -0.017 | -0.014 | 0.059 | 0.062 |
| 1981 | 0.019 | 0.079 | -0.072 | 0.001 |
| 1980 | -0.029 | 0.122 | 0.028 | 0.009 |
| 1979 | 0.014 | -0.033 | 0.056 | -0.038 |
| 1978 | -0.013 | 0.058 | 0.055 | -0.049 |
| 1977 | -0.001 | 0.019 | 0.031 | -0.028 |
| 1976 | 0.072 | -0.011 | -0.023 | -0.014 |
| 1975 | 0.204 | 0.051 | 0.020 | 0.105 |
| 1974 | -0.009 | -0.021 | -0.082 | 0.021 |
| 1973 | -0.019 | -0.123 | -0.018 | -0.031 |
| 1972 | 0.069 | -0.002 | 0.030 | -0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.070 |
| 5 years | 0.041 |
| 10 years | 0.051 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.