Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.253 | 0.097 | 1 |
| 1 month | 0.017 | 0.009 | 13 |
| 3 months | 0.072 | 0.052 | 5 |
| 1 year | 0.199 | 0.271 | 1 |
| 3 years | 0.184 | 0.110 | 2 |
| 5 years | 0.129 | 0.103 | 1 |
| 10 years | 0.107 | 0.083 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.120 | — |
| 2022 | -0.055 | — |
| 2021 | 0.109 | — |
| 2020 | 0.189 | 0.117 |
| 2019 | 0.169 | 0.192 |
| 2018 | -0.062 | -0.058 |
| 2017 | 0.114 | 0.132 |
| 2016 | 0.103 | 0.073 |
| 2015 | -0.066 | -0.019 |
| 2014 | -0.008 | 0.062 |
| 2013 | -0.020 | 0.165 |
| 2012 | 0.069 | 0.117 |
| 2011 | 0.021 | -0.001 |
| 2010 | 0.193 | 0.118 |
| 2009 | 0.191 | 0.241 |
| 2008 | -0.084 | -0.280 |
| 2007 | 0.124 | 0.060 |
| 2006 | 0.138 | 0.113 |
| 2005 | 0.076 | 0.051 |
| 2004 | 0.120 | 0.089 |
| 2003 | 0.205 | 0.203 |
| 2002 | 0.144 | -0.120 |
| 2001 | 0.038 | -0.051 |
| 2000 | 0.059 | 0.018 |
| 1999 | 0.011 | 0.107 |
| 1998 | 0.034 | 0.135 |
| 1997 | 0.056 | 0.196 |
| 1996 | 0.017 | 0.137 |
| 1995 | 0.155 | 0.256 |
| 1994 | -0.029 | -0.025 |
| 1993 | 0.155 | 0.114 |
| 1992 | 0.025 | 0.077 |
| 1991 | 0.081 | 0.249 |
| 1990 | -0.039 | -0.011 |
| 1989 | 0.064 | 0.190 |
| 1988 | 0.013 | 0.124 |
| 1987 | 0.131 | 0.023 |
| 1986 | 0.136 | 0.164 |
| 1985 | 0.122 | 0.273 |
| 1984 | -0.129 | 0.082 |
| 1983 | 0.054 | 0.180 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.058 | 0.067 | 0.075 | — |
| 2024 | 0.061 | 0.038 | 0.074 | 0.009 |
| 2023 | 0.024 | 0.012 | 0.004 | 0.076 |
| 2022 | 0.008 | -0.105 | -0.036 | 0.086 |
| 2021 | 0.042 | 0.052 | -0.026 | 0.039 |
| 2020 | -0.125 | 0.174 | 0.048 | 0.103 |
| 2019 | 0.080 | 0.026 | 0.006 | 0.049 |
| 2018 | -0.014 | 0.010 | -0.005 | -0.054 |
| 2017 | 0.041 | 0.003 | 0.039 | 0.028 |
| 2016 | 0.076 | 0.044 | 0.017 | -0.033 |
| 2015 | 0.011 | -0.021 | -0.047 | -0.009 |
| 2014 | 0.022 | 0.031 | -0.044 | -0.015 |
| 2013 | 0.006 | -0.081 | 0.056 | 0.004 |
| 2012 | 0.058 | -0.034 | 0.052 | -0.005 |
| 2011 | 0.038 | 0.014 | -0.054 | 0.026 |
| 2010 | 0.027 | -0.003 | 0.082 | 0.077 |
| 2009 | -0.035 | 0.071 | 0.115 | 0.033 |
| 2008 | 0.038 | 0.016 | -0.068 | -0.069 |
| 2007 | 0.026 | 0.015 | 0.051 | 0.028 |
| 2006 | 0.063 | 0.013 | 0.009 | 0.048 |
| 2005 | -0.011 | 0.024 | 0.041 | 0.020 |
| 2004 | 0.055 | -0.046 | 0.061 | 0.049 |
| 2003 | -0.006 | 0.070 | 0.059 | 0.069 |
| 2002 | 0.045 | 0.024 | 0.025 | 0.043 |
| 2001 | -0.030 | 0.024 | 0.009 | 0.035 |
| 2000 | 0.032 | -0.007 | 0.003 | 0.029 |
| 1999 | -0.024 | 0.007 | 0.024 | 0.005 |
| 1998 | 0.033 | -0.003 | -0.016 | 0.022 |
| 1997 | -0.032 | 0.035 | 0.079 | -0.023 |
| 1996 | -0.009 | -0.006 | -0.003 | 0.035 |
| 1995 | 0.051 | 0.057 | 0.029 | 0.010 |
| 1994 | -0.012 | -0.029 | 0.021 | -0.009 |
| 1993 | 0.057 | 0.046 | 0.027 | 0.016 |
| 1992 | -0.007 | 0.003 | 0.019 | 0.011 |
| 1991 | 0.039 | 0.003 | 0.016 | 0.021 |
| 1990 | -0.031 | 0.013 | -0.028 | 0.008 |
| 1989 | -0.001 | 0.026 | 0.021 | 0.017 |
| 1988 | 0.016 | 0.009 | -0.031 | 0.020 |
| 1987 | 0.099 | 0.038 | 0.026 | -0.034 |
| 1986 | 0.090 | 0 | 0.040 | 0.003 |
| 1985 | 0.054 | -0.012 | 0.013 | 0.063 |
| 1984 | -0.015 | -0.066 | -0.008 | -0.046 |
| 1983 | 0.022 | 0.079 | -0.014 | -0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.199 |
| 3 years | 0.184 |
| 5 years | 0.129 |
| 10 years | 0.107 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.