Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 80 |
| 1 month | -0.024 | 0 | 78 |
| 3 months | -0.018 | 0 | 80 |
| 1 year | 0.033 | 0 | 55 |
| 3 years | 0.053 | 0 | 72 |
| 5 years | 0.009 | 0 | 78 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.054 | — |
| 2024 | 0.060 | — |
| 2023 | 0.084 | — |
| 2022 | -0.134 | — |
| 2021 | 0.012 | — |
| 2020 | 0.043 | — |
| 2019 | 0.123 | — |
| 2018 | -0.063 | — |
| 2017 | 0.057 | — |
| 2016 | 0.134 | — |
| 2015 | -0.048 | — |
| 2014 | 0.016 | — |
| 2013 | 0.055 | — |
| 2012 | 0.181 | — |
| 2011 | 0.011 | — |
| 2010 | 0.149 | — |
| 2009 | 0.463 | — |
| 2008 | -0.206 | — |
| 2007 | 0.009 | — |
| 2006 | 0.063 | — |
| 2005 | 0.006 | — |
| 2004 | 0.090 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.018 | — | — | — |
| 2025 | 0.001 | 0.023 | 0.021 | 0.008 |
| 2024 | 0.007 | 0.007 | 0.040 | 0.005 |
| 2023 | 0.018 | 0.003 | 0.001 | 0.061 |
| 2022 | -0.054 | -0.105 | -0.016 | 0.039 |
| 2021 | -0.002 | 0.020 | -0.001 | -0.004 |
| 2020 | -0.125 | 0.088 | 0.035 | 0.059 |
| 2019 | 0.063 | 0.023 | 0.010 | 0.023 |
| 2018 | -0.024 | -0.010 | 0.013 | -0.042 |
| 2017 | 0.023 | 0.016 | 0.016 | 0.001 |
| 2016 | 0.027 | 0.037 | 0.051 | 0.013 |
| 2015 | 0.020 | -0.003 | -0.054 | -0.011 |
| 2014 | 0.030 | 0.025 | -0.020 | -0.018 |
| 2013 | 0.022 | -0.022 | 0.018 | 0.037 |
| 2012 | 0.070 | 0.004 | 0.055 | 0.042 |
| 2011 | 0.032 | -0.002 | -0.067 | 0.052 |
| 2010 | 0.064 | -0.019 | 0.071 | 0.029 |
| 2009 | 0.048 | 0.154 | 0.146 | 0.055 |
| 2008 | -0.009 | 0.005 | -0.045 | -0.165 |
| 2007 | 0.014 | -0.009 | 0.007 | -0.003 |
| 2006 | 0.019 | -0.012 | 0.031 | 0.024 |
| 2005 | -0.014 | 0.008 | 0.014 | -0.001 |
| 2004 | 0.015 | 0.000 | 0.035 | 0.038 |
| 2003 | 0.051 | 0.021 | 0.046 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.053 |
| 5 years | 0.009 |
| 10 years | 0.029 |
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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.