Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 38 |
| 1 month | 0.050 | 0 | 54 |
| 3 months | 0.004 | 0 | 75 |
| 1 year | 0.179 | 0 | 41 |
| 3 years | 0.094 | 0 | 54 |
| 5 years | 0.027 | 0 | 85 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.177 | — |
| 2024 | 0.052 | — |
| 2023 | 0.051 | — |
| 2022 | -0.147 | — |
| 2021 | 0.020 | — |
| 2020 | 0.133 | — |
| 2019 | 0.130 | — |
| 2018 | -0.082 | — |
| 2017 | 0.208 | — |
| 2016 | 0.035 | — |
| 2015 | -0.010 | — |
| 2014 | 0.023 | — |
| 2013 | 0.091 | — |
| 2012 | 0.106 | — |
| 2011 | -0.060 | — |
| 2010 | 0.076 | — |
| 2009 | 0.224 | — |
| 2008 | -0.183 | — |
| 2007 | 0.158 | — |
| 2006 | 0.150 | — |
| 2005 | 0.059 | — |
| 2004 | 0.101 | — |
| 2003 | 0.226 | — |
| 2002 | -0.016 | — |
| 2001 | -0.045 | — |
| 2000 | -0.059 | — |
| 1999 | 0.174 | — |
| 1998 | -0.001 | — |
| 1997 | -0.025 | — |
| 1996 | 0.164 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.008 | — | — | — |
| 2025 | 0.036 | 0.074 | 0.041 | 0.016 |
| 2024 | 0.017 | 0.016 | 0.069 | -0.047 |
| 2023 | 0.037 | -0.009 | -0.034 | 0.058 |
| 2022 | -0.059 | -0.081 | -0.082 | 0.074 |
| 2021 | 0.013 | 0.032 | -0.025 | -0.001 |
| 2020 | -0.117 | 0.098 | 0.052 | 0.110 |
| 2019 | 0.079 | 0.016 | -0.006 | 0.038 |
| 2018 | 0.000 | -0.018 | 0.000 | -0.066 |
| 2017 | 0.051 | 0.050 | 0.043 | 0.049 |
| 2016 | -0.002 | 0.014 | 0.050 | -0.027 |
| 2015 | 0.034 | 0.001 | -0.072 | 0.030 |
| 2014 | -0.005 | 0.029 | -0.019 | 0.018 |
| 2013 | 0.019 | -0.022 | 0.062 | 0.032 |
| 2012 | 0.060 | -0.027 | 0.043 | 0.028 |
| 2011 | 0.015 | 0.008 | -0.101 | 0.022 |
| 2010 | 0.006 | -0.044 | 0.084 | 0.031 |
| 2009 | -0.043 | 0.142 | 0.100 | 0.018 |
| 2008 | -0.051 | -0.024 | -0.092 | -0.029 |
| 2007 | 0.019 | 0.046 | 0.075 | 0.011 |
| 2006 | 0.045 | -0.003 | 0.033 | 0.068 |
| 2005 | -0.008 | 0.007 | 0.043 | 0.016 |
| 2004 | 0.029 | -0.028 | 0.024 | 0.075 |
| 2003 | -0.021 | 0.096 | 0.058 | 0.079 |
| 2002 | 0.004 | 0.008 | -0.059 | 0.033 |
| 2001 | -0.048 | 0.013 | -0.055 | 0.048 |
| 2000 | 0.009 | -0.037 | -0.019 | -0.013 |
| 1999 | 0.002 | 0.039 | -0.003 | 0.130 |
| 1998 | 0.057 | -0.058 | -0.046 | 0.052 |
| 1997 | 0.005 | 0.094 | 0.015 | -0.126 |
| 1996 | 0.041 | 0.036 | 0.026 | 0.053 |
| 1995 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.179 |
| 3 years | 0.094 |
| 5 years | 0.027 |
| 10 years | 0.056 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.