Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.128 | 0 | 72 |
| 1 month | 0.056 | 0 | 61 |
| 3 months | 0.131 | 0 | 79 |
| 1 year | 0.297 | 0 | 63 |
| 3 years | 0.153 | 0 | 61 |
| 5 years | 0.055 | 0 | 56 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.174 | — |
| 2024 | 0.132 | — |
| 2023 | 0.035 | — |
| 2022 | -0.155 | — |
| 2021 | 0.052 | — |
| 2020 | 0.089 | — |
| 2019 | 0.195 | — |
| 2018 | -0.108 | — |
| 2017 | 0.163 | — |
| 2016 | 0.058 | — |
| 2015 | 0.091 | — |
| 2014 | — | — |
| 2013 | — | — |
| 2012 | — | — |
| 2011 | — | — |
| 2010 | — | — |
| 2009 | — | — |
| 2008 | — | — |
| 2007 | — | — |
| 2006 | — | — |
| 2005 | — | — |
| 2004 | — | — |
| 2003 | — | — |
| 2002 | — | — |
| 2001 | — | — |
| 2000 | — | — |
| 1999 | — | — |
| 1998 | — | — |
| 1997 | — | — |
| 1996 | — | — |
| 1995 | — | — |
| 1994 | — | — |
| 1993 | — | — |
| 1992 | — | — |
| 1991 | — | — |
| 1990 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.044 | 0.100 | 0.032 |
| 2024 | 0.043 | 0.053 | 0.044 | -0.013 |
| 2023 | 0.010 | 0.006 | -0.007 | 0.026 |
| 2022 | -0.056 | -0.049 | -0.060 | 0.001 |
| 2021 | 0.080 | 0.037 | -0.061 | 0 |
| 2020 | -0.218 | 0.161 | 0.055 | 0.137 |
| 2019 | 0.111 | -0.012 | 0.001 | 0.089 |
| 2018 | -0.034 | 0.012 | 0.020 | -0.105 |
| 2017 | 0.077 | -0.007 | 0.018 | 0.068 |
| 2016 | -0.081 | 0.021 | 0.080 | 0.044 |
| 2015 | 0.176 | -0.011 | -0.140 | 0.091 |
| 2014 | -0.030 | 0.099 | 0.021 | — |
| 2013 | 0.086 | -0.033 | 0.004 | — |
| 2012 | 0.090 | -0.015 | 0.024 | — |
| 2011 | -0.079 | -0.010 | -0.060 | — |
| 2010 | 0.106 | 0.004 | 0 | — |
| 2009 | -0.062 | 0.210 | 0.081 | — |
| 2008 | -0.182 | 0.006 | -0.130 | — |
| 2007 | 0.006 | 0.058 | 0.023 | — |
| 2006 | 0.054 | -0.071 | 0.019 | — |
| 2005 | 0.053 | 0.072 | 0.150 | — |
| 2004 | 0.125 | -0.062 | -0.013 | — |
| 2003 | -0.103 | 0.085 | 0.151 | — |
| 2002 | 0.071 | -0.094 | -0.167 | — |
| 2001 | -0.044 | 0.069 | -0.244 | — |
| 2000 | 0.007 | -0.103 | 0.020 | — |
| 1999 | 0.192 | 0.217 | 0.048 | — |
| 1998 | 0.086 | -0.173 | -0.150 | — |
| 1997 | 0.015 | 0.208 | -0.106 | — |
| 1996 | 0.080 | 0.054 | -0.027 | — |
| 1995 | -0.134 | -0.013 | 0.099 | — |
| 1994 | -0.067 | 0.012 | 0.005 | — |
| 1993 | 0.137 | 0.191 | 0.078 | — |
| 1992 | -0.010 | -0.069 | 0.119 | — |
| 1991 | -0.042 | — | — | — |
| 1990 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.297 |
| 3 years | 0.153 |
| 5 years | 0.055 |
| 10 years | 0.083 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.