Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 82 |
| 1 month | -0.037 | 0 | 82 |
| 3 months | -0.018 | 0 | 82 |
| 1 year | 0.029 | 0 | 31 |
| 3 years | 0.035 | 0 | 50 |
| 5 years | -0.001 | 0 | 65 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.048 | — |
| 2024 | 0.053 | — |
| 2023 | 0.041 | — |
| 2022 | -0.140 | — |
| 2021 | 0.041 | — |
| 2020 | 0.016 | — |
| 2019 | 0.082 | — |
| 2018 | -0.049 | — |
| 2017 | 0.051 | — |
| 2016 | 0.008 | — |
| 2015 | -0.001 | — |
| 2014 | 0.077 | — |
| 2013 | 0.051 | — |
| 2012 | 0.055 | — |
| 2011 | -0.001 | — |
| 2010 | 0.023 | — |
| 2009 | 0.088 | — |
| 2008 | -0.135 | — |
| 2007 | -0.008 | — |
| 2006 | 0.034 | — |
| 2005 | 0.101 | — |
| 2004 | 0.034 | — |
| 2003 | 0.059 | — |
| 2002 | -0.053 | — |
| 2001 | -0.034 | — |
| 2000 | 0.014 | — |
| 1999 | 0.049 | — |
| 1998 | 0.041 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.018 | — | — | — |
| 2025 | 0.001 | 0.005 | 0.023 | 0.019 |
| 2024 | 0.029 | 0.007 | 0.021 | -0.005 |
| 2023 | 0.017 | 0.007 | -0.018 | 0.035 |
| 2022 | -0.053 | -0.065 | -0.042 | 0.015 |
| 2021 | 0.017 | 0.021 | -0.009 | 0.011 |
| 2020 | -0.071 | 0.046 | 0.016 | 0.030 |
| 2019 | 0.050 | 0.016 | 0.009 | 0.005 |
| 2018 | -0.021 | -0.001 | 0.008 | -0.035 |
| 2017 | 0.018 | 0.005 | 0.013 | 0.014 |
| 2016 | -0.013 | 0.016 | 0.005 | -0.002 |
| 2015 | 0.018 | -0.017 | -0.017 | 0.016 |
| 2014 | 0.021 | 0.022 | 0.015 | 0.018 |
| 2013 | 0.040 | -0.010 | 0.014 | 0.006 |
| 2012 | 0.024 | 0.005 | 0.026 | 0.000 |
| 2011 | 0.002 | -0.010 | -0.022 | 0.031 |
| 2010 | 0.030 | -0.026 | 0.015 | 0.004 |
| 2009 | -0.038 | 0.051 | 0.065 | 0.010 |
| 2008 | -0.062 | -0.008 | -0.004 | -0.067 |
| 2007 | 0.005 | 0.005 | 0.000 | -0.017 |
| 2006 | 0.004 | -0.026 | 0.043 | 0.014 |
| 2005 | 0.019 | 0.037 | 0.024 | 0.018 |
| 2004 | 0.023 | -0.015 | 0.007 | 0.019 |
| 2003 | -0.033 | 0.067 | 0.004 | 0.023 |
| 2002 | 0.009 | -0.031 | -0.041 | 0.011 |
| 2001 | -0.018 | 0.014 | -0.057 | 0.029 |
| 2000 | -0.004 | 0.003 | 0.010 | 0.005 |
| 1999 | 0.024 | 0.007 | -0.018 | 0.036 |
| 1998 | 0.063 | -0.001 | -0.069 | 0.052 |
| 1997 | 0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.025 |
| 5 years | -0.007 |
| 10 years | 0.010 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.