Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | — |
| 1 month | -0.081 | 0 | — |
| 3 months | 0.008 | 0 | — |
| 1 year | 0.178 | 0 | — |
| 3 years | 0.149 | 0 | — |
| 5 years | 0.103 | 0 | — |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.251 | — |
| 2024 | 0.132 | — |
| 2023 | 0.151 | — |
| 2022 | -0.082 | — |
| 2021 | 0.104 | — |
| 2020 | 0.060 | — |
| 2019 | 0.159 | — |
| 2018 | -0.058 | — |
| 2017 | 0.168 | — |
| 2016 | -0.024 | — |
| 2015 | 0.191 | — |
| 2014 | 0.038 | — |
| 2013 | 0.311 | — |
| 2012 | 0.149 | — |
| 2011 | -0.098 | — |
| 2010 | 0.022 | — |
| 2009 | 0.120 | — |
| 2008 | -0.289 | — |
| 2007 | -0.059 | — |
| 2006 | 0.259 | — |
| 2005 | 0.108 | — |
| 2004 | 0.115 | — |
| 2003 | 0.131 | — |
| 2002 | -0.167 | — |
| 2001 | -0.169 | — |
| 2000 | -0.115 | — |
| 1999 | 0.196 | — |
| 1998 | 0.297 | — |
| 1997 | 0.053 | — |
| 1996 | 0.064 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.008 | — | — | — |
| 2025 | 0.070 | 0.060 | 0.068 | 0.033 |
| 2024 | 0.085 | 0.008 | 0.059 | -0.022 |
| 2023 | 0.083 | 0.007 | -0.020 | 0.077 |
| 2022 | -0.069 | -0.117 | -0.034 | 0.157 |
| 2021 | 0.021 | 0.036 | 0.019 | 0.024 |
| 2020 | -0.152 | 0.099 | 0.027 | 0.107 |
| 2019 | 0.075 | 0.015 | 0.003 | 0.059 |
| 2018 | 0.012 | 0.010 | -0.004 | -0.075 |
| 2017 | 0.066 | 0.034 | 0.015 | 0.044 |
| 2016 | -0.097 | -0.009 | 0.076 | 0.014 |
| 2015 | 0.147 | -0.007 | -0.036 | 0.084 |
| 2014 | 0.046 | 0.005 | -0.012 | -0.001 |
| 2013 | 0.073 | 0.029 | 0.087 | 0.093 |
| 2012 | 0.087 | -0.051 | 0.033 | 0.078 |
| 2011 | 0.012 | 0.009 | -0.125 | 0.010 |
| 2010 | -0.025 | -0.097 | 0.124 | 0.033 |
| 2009 | -0.121 | 0.158 | 0.104 | -0.002 |
| 2008 | -0.052 | -0.033 | -0.167 | -0.070 |
| 2007 | 0.031 | -0.019 | -0.046 | -0.024 |
| 2006 | 0.092 | -0.039 | 0.042 | 0.151 |
| 2005 | 0.008 | 0.004 | 0.046 | 0.048 |
| 2004 | 0.061 | 0.023 | -0.058 | 0.091 |
| 2003 | -0.146 | 0.101 | 0.072 | 0.122 |
| 2002 | 0.009 | -0.068 | -0.164 | 0.060 |
| 2001 | -0.096 | -0.046 | -0.106 | 0.078 |
| 2000 | -0.001 | -0.020 | -0.068 | -0.031 |
| 1999 | -0.006 | 0.005 | 0.035 | 0.157 |
| 1998 | 0.142 | 0.049 | -0.108 | 0.214 |
| 1997 | -0.008 | 0.127 | -0.009 | -0.051 |
| 1996 | 0.025 | 0.022 | -0.005 | 0.020 |
| 1995 | 0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.178 |
| 3 years | 0.149 |
| 5 years | 0.103 |
| 10 years | 0.093 |
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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.