Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | — | — | — |
| 1 month | — | — | — |
| 3 months | — | — | — |
| 1 year | — | — | — |
| 3 years | — | — | — |
| 5 years | — | — | — |
| 10 years | — | — | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | 0 | — |
| 2020 | 0.078 | 0.048 |
| 2019 | 0.114 | 0.098 |
| 2018 | -0.041 | -0.015 |
| 2017 | 0.065 | 0.061 |
| 2016 | 0.078 | 0.075 |
| 2015 | -0.027 | -0.022 |
| 2014 | 0.033 | 0.036 |
| 2013 | 0.003 | 0.019 |
| 2012 | 0.121 | 0.117 |
| 2011 | 0.036 | 0.034 |
| 2010 | 0.116 | 0.109 |
| 2009 | 0.275 | 0.292 |
| 2008 | -0.156 | -0.154 |
| 2007 | 0.039 | 0.044 |
| 2006 | 0.079 | 0.069 |
| 2005 | 0.046 | 0.021 |
| 2004 | 0.123 | 0.084 |
| 2003 | 0.204 | 0.162 |
| 2002 | 0.061 | 0.068 |
| 2001 | 0.064 | 0.042 |
| 2000 | 0.031 | 0.017 |
| 1999 | 0.014 | 0.029 |
| 1998 | 0.007 | 0.014 |
| 1997 | 0.108 | 0.092 |
| 1996 | 0.145 | 0.109 |
| 1995 | 0.188 | 0.170 |
| 1994 | -0.066 | -0.045 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | -0.014 | 0.022 | 0 | 0 |
| 2020 | -0.064 | 0.079 | 0.024 | 0.043 |
| 2019 | 0.054 | 0.028 | 0.015 | 0.013 |
| 2018 | -0.017 | -0.012 | 0.013 | -0.026 |
| 2017 | 0.022 | 0.018 | 0.017 | 0.007 |
| 2016 | 0.029 | 0.034 | 0.032 | -0.019 |
| 2015 | 0.021 | -0.010 | -0.026 | -0.012 |
| 2014 | 0.027 | 0.030 | -0.015 | -0.008 |
| 2013 | 0.006 | -0.036 | 0.013 | 0.021 |
| 2012 | 0.038 | 0.016 | 0.044 | 0.018 |
| 2011 | 0.024 | 0.012 | -0.034 | 0.034 |
| 2010 | 0.032 | 0.005 | 0.064 | 0.012 |
| 2009 | 0.010 | 0.122 | 0.097 | 0.026 |
| 2008 | -0.001 | -0.001 | -0.061 | -0.100 |
| 2007 | 0.015 | -0.002 | 0.015 | 0.011 |
| 2006 | 0.013 | -0.007 | 0.042 | 0.029 |
| 2005 | -0.008 | 0.028 | 0.018 | 0.008 |
| 2004 | 0.022 | -0.017 | 0.048 | 0.067 |
| 2003 | 0.042 | 0.079 | 0.023 | 0.047 |
| 2002 | 0.012 | -0.009 | 0.004 | 0.053 |
| 2001 | 0.032 | -0.003 | -0.001 | 0.034 |
| 2000 | 0.012 | 0.001 | 0.027 | -0.009 |
| 1999 | 0.004 | -0.005 | -0.008 | 0.023 |
| 1998 | 0.025 | -0.001 | -0.039 | 0.023 |
| 1997 | 0.008 | 0.046 | 0.043 | 0.008 |
| 1996 | 0.026 | 0.032 | 0.053 | 0.027 |
| 1995 | 0.017 | 0.083 | 0.024 | 0.053 |
| 1994 | -0.057 | 0.000 | 0.012 | -0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.