Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 55 |
| 1 month | 0 | 0 | 30 |
| 3 months | 0 | 0 | 55 |
| 1 year | 0 | 0 | 79 |
| 3 years | 0 | 0 | 90 |
| 5 years | 0 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.172 | — |
| 2021 | -0.033 | — |
| 2020 | 0.030 | — |
| 2019 | 0.046 | — |
| 2018 | -0.002 | — |
| 2017 | 0.007 | — |
| 2016 | 0.035 | — |
| 2015 | -0.001 | — |
| 2014 | 0.119 | — |
| 2013 | 0.003 | — |
| 2012 | 0.106 | — |
| 2011 | 0.052 | — |
| 2010 | 0.034 | — |
| 2009 | 0.074 | — |
| 2008 | 0.065 | — |
| 2007 | -0.030 | — |
| 2006 | -0.027 | — |
| 2005 | 0.053 | — |
| 2004 | 0.079 | — |
| 2003 | 0.047 | — |
| 2002 | 0.110 | — |
| 2001 | 0.067 | — |
| 2000 | 0.065 | — |
| 1999 | -0.030 | — |
| 1998 | 0.141 | — |
| 1997 | 0.100 | — |
| 1996 | 0.082 | — |
| 1995 | 0.180 | — |
| 1994 | -0.058 | — |
| 1993 | 0.183 | — |
| 1992 | 0.182 | — |
| 1991 | 0.136 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.013 | — | — | — |
| 2022 | -0.062 | -0.076 | -0.047 | 0.002 |
| 2021 | -0.019 | -0.007 | 0.001 | -0.009 |
| 2020 | -0.013 | 0.022 | 0.014 | 0.007 |
| 2019 | 0.020 | 0.028 | 0.022 | -0.024 |
| 2018 | 0.004 | -0.003 | -0.006 | 0.004 |
| 2017 | -0.010 | 0.002 | 0.005 | 0.011 |
| 2016 | 0.027 | 0.017 | 0.013 | -0.022 |
| 2015 | 0.033 | -0.049 | 0.013 | 0.004 |
| 2014 | 0.034 | 0.030 | 0.026 | 0.024 |
| 2013 | 0.007 | -0.017 | 0.005 | 0.007 |
| 2012 | 0.026 | 0.018 | 0.032 | 0.027 |
| 2011 | -0.009 | 0.018 | 0.035 | 0.007 |
| 2010 | 0.030 | 0.013 | 0.026 | -0.034 |
| 2009 | -0.012 | 0.036 | 0.050 | -0.002 |
| 2008 | 0.020 | -0.029 | 0.024 | 0.051 |
| 2007 | -0.018 | -0.019 | 0.009 | -0.002 |
| 2006 | -0.031 | -0.018 | 0.032 | -0.010 |
| 2005 | 0.008 | 0.046 | 0.001 | -0.004 |
| 2004 | 0.034 | -0.010 | 0.025 | 0.028 |
| 2003 | 0.025 | 0.031 | 0.002 | -0.011 |
| 2002 | -0.005 | 0.029 | 0.057 | 0.026 |
| 2001 | 0.029 | 0.004 | 0.030 | 0.002 |
| 2000 | 0.015 | 0.000 | 0.013 | 0.037 |
| 1999 | 0.010 | -0.021 | -0.021 | 0.002 |
| 1998 | 0.039 | 0.019 | 0.055 | 0.022 |
| 1997 | 0.037 | 0.024 | 0.013 | 0.023 |
| 1996 | 0.006 | 0.012 | 0.051 | 0.011 |
| 1995 | 0.045 | 0.036 | 0.039 | 0.050 |
| 1994 | -0.045 | -0.019 | -0.012 | 0.017 |
| 1993 | 0.047 | 0.023 | 0.057 | 0.044 |
| 1992 | 0.037 | 0.021 | 0.051 | 0.063 |
| 1991 | 0.063 | 0.024 | 0.014 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.106 |
| 3 years | -0.054 |
| 5 years | -0.028 |
| 10 years | 0.001 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.