Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 74 |
| 1 month | 0.007 | 0 | 22 |
| 3 months | 0.132 | 0 | 57 |
| 1 year | 0.366 | 0 | 23 |
| 3 years | 0.289 | 0 | 48 |
| 5 years | 0.199 | 0 | 52 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.447 | — |
| 2024 | 0.084 | — |
| 2023 | 0.370 | — |
| 2022 | -0.170 | — |
| 2021 | 0.296 | — |
| 2020 | -0.154 | — |
| 2019 | 0.060 | — |
| 2018 | -0.154 | — |
| 2017 | 0.244 | — |
| 2016 | 0.027 | — |
| 2015 | -0.122 | — |
| 2014 | 0.004 | — |
| 2013 | -0.039 | — |
| 2012 | 0.259 | — |
| 2011 | -0.243 | — |
| 2010 | 0.174 | — |
| 2009 | 0.355 | — |
| 2008 | -0.562 | — |
| 2007 | 0.151 | — |
| 2006 | 0.259 | — |
| 2005 | 0.472 | — |
| 2004 | 0.529 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.163 | 0.057 | 0.026 | 0.147 |
| 2024 | 0.045 | 0.073 | -0.029 | -0.004 |
| 2023 | 0.035 | 0.143 | -0.001 | 0.159 |
| 2022 | -0.082 | -0.133 | -0.150 | 0.228 |
| 2021 | 0.021 | 0.145 | 0.081 | 0.025 |
| 2020 | -0.352 | 0.162 | -0.066 | 0.202 |
| 2019 | 0.045 | 0.020 | -0.040 | 0.037 |
| 2018 | -0.078 | -0.098 | 0.039 | -0.020 |
| 2017 | 0.119 | 0.057 | 0.025 | 0.027 |
| 2016 | 0.069 | -0.099 | 0.027 | 0.039 |
| 2015 | 0.072 | -0.048 | -0.121 | -0.023 |
| 2014 | -0.012 | 0.048 | 0.009 | -0.039 |
| 2013 | -0.049 | -0.054 | 0.096 | -0.026 |
| 2012 | 0.115 | -0.053 | 0.128 | 0.057 |
| 2011 | 0.026 | -0.017 | -0.231 | -0.024 |
| 2010 | 0.106 | -0.105 | 0.128 | 0.052 |
| 2009 | -0.147 | 0.251 | 0.237 | 0.027 |
| 2008 | -0.137 | -0.025 | -0.163 | -0.378 |
| 2007 | 0.044 | 0.153 | -0.027 | -0.017 |
| 2006 | 0.038 | -0.088 | 0.123 | 0.184 |
| 2005 | 0.102 | 0.069 | 0.227 | 0.018 |
| 2004 | 0.176 | 0.012 | 0.083 | 0.187 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.298 |
| 3 years | 0.267 |
| 5 years | 0.187 |
| 10 years | 0.090 |
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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.