Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 97 |
| 1 month | 0.010 | 0 | 9 |
| 3 months | 0.002 | 0 | 91 |
| 1 year | 0.056 | 0 | 86 |
| 3 years | 0.096 | 0 | 17 |
| 5 years | 0.039 | 0 | 34 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.084 | — |
| 2024 | 0.104 | — |
| 2023 | 0.130 | — |
| 2022 | -0.125 | — |
| 2021 | 0.073 | — |
| 2020 | 0.053 | — |
| 2019 | 0.104 | — |
| 2018 | -0.056 | — |
| 2017 | 0.090 | — |
| 2016 | 0.121 | — |
| 2015 | 0.055 | — |
| 2014 | 0.058 | — |
| 2013 | 0.087 | — |
| 2012 | 0.221 | — |
| 2011 | -0.097 | — |
| 2010 | 0.113 | — |
| 2009 | 0.528 | — |
| 2008 | -0.205 | — |
| 2007 | -0.007 | — |
| 2006 | 0.058 | — |
| 2005 | 0.091 | — |
| 2004 | 0.074 | — |
| 2003 | 0.135 | — |
| 2002 | 0.043 | — |
| 2001 | 0.062 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.020 | — | — | — |
| 2025 | 0.023 | 0.020 | 0.030 | 0.009 |
| 2024 | 0.039 | 0.011 | 0.035 | 0.015 |
| 2023 | 0.016 | 0.022 | 0.031 | 0.055 |
| 2022 | -0.030 | -0.115 | -0.017 | 0.037 |
| 2021 | 0.037 | 0.025 | 0.008 | 0.002 |
| 2020 | -0.207 | 0.168 | 0.043 | 0.091 |
| 2019 | 0.058 | 0.013 | -0.009 | 0.040 |
| 2018 | -0.004 | -0.009 | 0.018 | -0.062 |
| 2017 | 0.032 | 0.017 | 0.028 | 0.011 |
| 2016 | 0.012 | 0.026 | 0.059 | 0.020 |
| 2015 | 0.039 | 0.001 | -0.004 | 0.018 |
| 2014 | 0.039 | 0.027 | -0.007 | -0.002 |
| 2013 | 0.008 | -0.001 | 0.039 | 0.040 |
| 2012 | 0.116 | -0.025 | 0.063 | 0.055 |
| 2011 | 0.048 | -0.006 | -0.163 | 0.036 |
| 2010 | 0.065 | -0.065 | 0.095 | 0.021 |
| 2009 | 0.032 | 0.197 | 0.184 | 0.046 |
| 2008 | -0.042 | -0.034 | -0.023 | -0.120 |
| 2007 | 0.011 | -0.011 | -0.006 | -0.002 |
| 2006 | 0.010 | -0.009 | 0.030 | 0.027 |
| 2005 | 0.010 | 0.032 | 0.023 | 0.024 |
| 2004 | 0.016 | -0.016 | 0.031 | 0.041 |
| 2003 | 0.001 | 0.084 | 0.016 | 0.029 |
| 2002 | 0.014 | 0.015 | 0.004 | 0.009 |
| 2001 | 0.026 | 0.002 | 0.018 | 0.015 |
| 2000 | 0.011 | 0.008 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.096 |
| 5 years | 0.039 |
| 10 years | 0.051 |
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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.