Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | 45 |
| 1 month | 0.016 | 0 | 53 |
| 3 months | 0.068 | 0 | 42 |
| 1 year | 0.144 | 0 | 42 |
| 3 years | 0.083 | 0 | 92 |
| 5 years | 0.003 | 0 | 100 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.114 | — |
| 2024 | 0.033 | — |
| 2023 | 0.041 | — |
| 2022 | -0.104 | — |
| 2021 | -0.122 | — |
| 2020 | 0.099 | — |
| 2019 | 0.121 | — |
| 2018 | -0.067 | — |
| 2017 | 0.118 | — |
| 2016 | 0.013 | — |
| 2015 | -0.079 | — |
| 2014 | 0.035 | — |
| 2013 | -0.044 | — |
| 2012 | 0.026 | — |
| 2011 | -0.032 | — |
| 2010 | 0.043 | — |
| 2009 | 0.180 | — |
| 2008 | -0.132 | — |
| 2007 | 0.141 | — |
| 2006 | 0.093 | — |
| 2005 | 0.081 | — |
| 2004 | 0.056 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.037 | -0.040 | 0.061 | 0.055 |
| 2024 | 0.024 | 0.005 | 0.037 | -0.033 |
| 2023 | 0.024 | 0.012 | -0.022 | 0.027 |
| 2022 | -0.066 | -0.049 | -0.016 | 0.027 |
| 2021 | -0.045 | 0.004 | -0.045 | -0.042 |
| 2020 | -0.087 | 0.072 | 0.039 | 0.081 |
| 2019 | 0.071 | 0.044 | -0.007 | 0.008 |
| 2018 | -0.014 | -0.018 | -0.022 | -0.016 |
| 2017 | -0.001 | 0.057 | 0.043 | 0.015 |
| 2016 | 0.042 | 0.029 | 0.001 | -0.055 |
| 2015 | -0.023 | -0.032 | -0.018 | -0.008 |
| 2014 | 0.031 | 0.019 | -0.030 | 0.014 |
| 2013 | 0.008 | -0.058 | 0.007 | 0.000 |
| 2012 | 0.013 | -0.007 | 0.018 | 0.001 |
| 2011 | -0.030 | -0.006 | -0.005 | 0.010 |
| 2010 | -0.002 | -0.010 | 0.083 | -0.026 |
| 2009 | -0.002 | 0.087 | 0.083 | 0.003 |
| 2008 | -0.031 | -0.029 | -0.065 | -0.014 |
| 2007 | 0.024 | 0.018 | 0.070 | 0.023 |
| 2006 | 0.001 | -0.002 | 0.048 | 0.045 |
| 2005 | -0.010 | 0.001 | 0.086 | 0.005 |
| 2004 | -0.003 | -0.042 | 0.056 | 0.046 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.072 |
| 5 years | -0.003 |
| 10 years | 0.022 |
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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.