Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.129 | 0 | 44 |
| 1 month | 0.046 | 0 | 69 |
| 3 months | 0.167 | 0 | 29 |
| 1 year | 0.365 | 0 | 52 |
| 3 years | 0.167 | 0 | 45 |
| 5 years | 0.039 | 0 | 54 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.215 | — |
| 2024 | 0.162 | — |
| 2023 | 0.009 | — |
| 2022 | -0.209 | — |
| 2021 | 0.009 | — |
| 2020 | 0.253 | — |
| 2019 | 0.209 | — |
| 2018 | -0.153 | — |
| 2017 | 0.285 | — |
| 2016 | 0.053 | — |
| 2015 | -0.042 | — |
| 2014 | 0.034 | — |
| 2013 | 0.074 | — |
| 2012 | 0.117 | — |
| 2011 | -0.218 | — |
| 2010 | 0.047 | — |
| 2009 | 0.501 | — |
| 2008 | -0.461 | — |
| 2007 | 0.252 | — |
| 2006 | 0.293 | — |
| 2005 | 0.257 | — |
| 2004 | 0.099 | — |
| 2003 | 0.429 | — |
| 2002 | -0.144 | — |
| 2001 | -0.052 | — |
| 2000 | -0.340 | — |
| 1999 | 0.728 | — |
| 1998 | -0.163 | — |
| 1997 | -0.029 | — |
| 1996 | 0 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.038 | 0.117 | 0.032 |
| 2024 | 0.057 | 0.063 | 0.032 | 0.002 |
| 2023 | 0.027 | -0.029 | -0.019 | 0.031 |
| 2022 | -0.056 | -0.082 | -0.105 | 0.020 |
| 2021 | 0.045 | 0.030 | -0.060 | -0.003 |
| 2020 | -0.146 | 0.149 | 0.106 | 0.154 |
| 2019 | 0.136 | -0.007 | -0.005 | 0.078 |
| 2018 | -0.023 | -0.018 | -0.029 | -0.090 |
| 2017 | 0.081 | 0.054 | 0.064 | 0.061 |
| 2016 | -0.052 | -0.002 | 0.119 | -0.005 |
| 2015 | 0.089 | -0.017 | -0.140 | 0.041 |
| 2014 | -0.013 | 0.041 | -0.015 | 0.021 |
| 2013 | 0.024 | -0.042 | 0.063 | 0.030 |
| 2012 | 0.080 | -0.057 | 0.047 | 0.047 |
| 2011 | -0.024 | -0.042 | -0.198 | 0.042 |
| 2010 | 0.012 | -0.100 | 0.111 | 0.034 |
| 2009 | 0.032 | 0.223 | 0.156 | 0.029 |
| 2008 | -0.186 | -0.063 | -0.168 | -0.151 |
| 2007 | 0.035 | 0.127 | 0.129 | -0.049 |
| 2006 | 0.084 | -0.021 | 0.074 | 0.135 |
| 2005 | 0.026 | 0.051 | 0.118 | 0.042 |
| 2004 | 0.025 | -0.102 | 0.055 | 0.133 |
| 2003 | -0.033 | 0.165 | 0.129 | 0.124 |
| 2002 | 0.115 | -0.103 | -0.158 | 0.016 |
| 2001 | -0.063 | -0.001 | -0.227 | 0.310 |
| 2000 | -0.009 | -0.101 | -0.164 | -0.115 |
| 1999 | 0.064 | 0.265 | -0.062 | 0.369 |
| 1998 | -0.039 | -0.207 | -0.041 | 0.145 |
| 1997 | -0.004 | 0.032 | 0.058 | -0.108 |
| 1996 | 0.040 | -0.038 | -0.020 | 0.020 |
| 1995 | -0.021 | 0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.284 |
| 3 years | 0.143 |
| 5 years | 0.026 |
| 10 years | 0.090 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.