Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.094 | 0 | — |
| 1 year | 0.076 | 0 | — |
| 3 years | 0.059 | 0 | — |
| 5 years | 0.092 | 0 | — |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.053 | — |
| 2022 | -0.181 | — |
| 2021 | 0.210 | — |
| 2020 | 0.147 | — |
| 2019 | 0.223 | — |
| 2018 | 0.040 | — |
| 2017 | 0.159 | — |
| 2016 | 0.109 | — |
| 2015 | 0.205 | — |
| 2014 | 0.168 | — |
| 2013 | 0.190 | — |
| 2012 | 0.183 | — |
| 2011 | -0.031 | — |
| 2010 | 0.240 | — |
| 2009 | 0.168 | — |
| 2008 | -0.182 | — |
| 2007 | 0.000 | — |
| 2006 | 0.174 | — |
| 2005 | 0.208 | — |
| 2004 | 0.210 | — |
| 2003 | 0.107 | — |
| 2002 | -0.056 | — |
| 2001 | -0.113 | — |
| 2000 | 0.293 | — |
| 1999 | 0.250 | — |
| 1998 | -0.075 | — |
| 1997 | 0.329 | — |
| 1996 | 0.109 | — |
| 1995 | 0.300 | — |
| 1994 | 0.082 | — |
| 1993 | 0.568 | — |
| 1992 | 0.347 | — |
| 1991 | 0.147 | — |
| 1990 | -0.346 | — |
| 1989 | 0.179 | — |
| 1988 | 0.255 | — |
| 1987 | 0.241 | — |
| 1986 | 0.298 | — |
| 1985 | 0.149 | — |
| 1984 | 0.129 | — |
| 1983 | 0.142 | — |
| 1982 | 0.374 | — |
| 1981 | 0.064 | — |
| 1980 | 0.184 | — |
| 1979 | 0.008 | — |
| 1978 | -0.018 | — |
| 1977 | -0.184 | — |
| 1976 | -0.888 | — |
| 1975 | 0.327 | — |
| 1974 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.069 | — | — |
| 2024 | 0.036 | 0.042 | -0.006 | -0.016 |
| 2023 | 0.003 | 0.003 | 0.025 | 0.021 |
| 2022 | -0.117 | -0.067 | -0.033 | 0.028 |
| 2021 | 0.105 | 0.113 | 0.007 | -0.023 |
| 2020 | -0.228 | 0.180 | 0.033 | 0.218 |
| 2019 | 0.052 | 0.050 | 0.014 | 0.092 |
| 2018 | -0.025 | 0.117 | -0.012 | -0.034 |
| 2017 | 0.052 | 0.001 | 0.025 | 0.075 |
| 2016 | 0.010 | -0.008 | 0.081 | 0.024 |
| 2015 | 0.062 | 0.004 | 0.073 | 0.053 |
| 2014 | 0.093 | -0.011 | 0.046 | 0.033 |
| 2013 | 0.057 | 0.033 | 0.034 | 0.055 |
| 2012 | 0.033 | -0.024 | 0.052 | 0.116 |
| 2011 | 0.014 | 0.016 | -0.065 | 0.006 |
| 2010 | 0.059 | 0.056 | 0.051 | 0.056 |
| 2009 | -0.049 | 0.047 | 0.115 | 0.053 |
| 2008 | -0.036 | -0.027 | -0.019 | -0.110 |
| 2007 | 0.016 | 0.077 | -0.010 | -0.077 |
| 2006 | 0.085 | 0.000 | 0.068 | 0.013 |
| 2005 | 0.022 | 0.057 | 0.128 | -0.009 |
| 2004 | 0.067 | 0.030 | 0.018 | 0.081 |
| 2003 | -0.043 | 0.023 | 0.054 | 0.073 |
| 2002 | 0.079 | -0.064 | -0.085 | 0.021 |
| 2001 | -0.010 | 0.019 | -0.171 | 0.061 |
| 2000 | 0.165 | 0.044 | 0.106 | -0.039 |
| 1999 | 0.085 | 0.123 | -0.011 | 0.037 |
| 1998 | 0.047 | 0.023 | -0.144 | 0.009 |
| 1997 | 0.040 | 0.041 | 0.237 | -0.007 |
| 1996 | 0.091 | 0.013 | 0.032 | -0.027 |
| 1995 | 0.063 | 0.054 | 0.129 | 0.029 |
| 1994 | 0.034 | 0.029 | 0.036 | -0.018 |
| 1993 | 0.301 | 0.164 | -0.030 | 0.068 |
| 1992 | 0.177 | -0.035 | -0.048 | 0.244 |
| 1991 | 0.168 | 0.062 | 0.014 | -0.088 |
| 1990 | -0.085 | 0.025 | -0.182 | -0.148 |
| 1989 | 0.158 | 0.141 | -0.031 | -0.080 |
| 1988 | 0.104 | 0.179 | 0.035 | -0.068 |
| 1987 | 0.109 | 0.176 | 0.161 | -0.180 |
| 1986 | 0.017 | 0.033 | 0.121 | 0.103 |
| 1985 | 0.065 | -0.052 | 0.009 | 0.127 |
| 1984 | -0.026 | 0.007 | 0.115 | 0.033 |
| 1983 | 0.268 | 0.074 | -0.103 | -0.065 |
| 1982 | -0.038 | -0.020 | 0.138 | 0.281 |
| 1981 | 0.051 | 0.111 | -0.085 | -0.004 |
| 1980 | 9.439 | 0.047 | 0.115 | -0.903 |
| 1979 | 0.034 | -0.016 | 0.009 | -0.018 |
| 1978 | -0.027 | 0.144 | 0.010 | -0.127 |
| 1977 | -0.061 | 0.003 | -0.060 | -0.079 |
| 1976 | -0.885 | 0 | 0.058 | -0.083 |
| 1975 | -0.892 | 0.139 | -0.003 | 9.846 |
| 1974 | 0 | -0.263 | 7.710 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.059 |
| 5 years | 0.092 |
| 10 years | 0.093 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.