Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | — |
| 1 month | 0.038 | 0 | — |
| 3 months | 0.091 | 0 | — |
| 1 year | 0.127 | 0 | — |
| 3 years | 0.103 | 0 | — |
| 5 years | 0.084 | 0 | — |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.149 | — |
| 2024 | 0.056 | — |
| 2023 | 0.123 | — |
| 2022 | -0.127 | — |
| 2021 | 0.206 | — |
| 2020 | -0.045 | — |
| 2019 | 0.222 | — |
| 2018 | -0.143 | — |
| 2017 | 0.068 | — |
| 2016 | -0.006 | — |
| 2015 | 0.075 | — |
| 2014 | 0.027 | — |
| 2013 | 0.169 | — |
| 2012 | 0.139 | — |
| 2011 | -0.107 | — |
| 2010 | 0.102 | — |
| 2009 | 0.253 | — |
| 2008 | -0.476 | — |
| 2007 | -0.034 | — |
| 2006 | 0.206 | — |
| 2005 | 0.232 | — |
| 2004 | 0.090 | — |
| 2003 | 0.108 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | 0.026 | 0.022 | 0.049 |
| 2024 | 0.068 | 0.011 | 0.013 | -0.035 |
| 2023 | 0.075 | 0.015 | -0.023 | 0.054 |
| 2022 | -0.065 | -0.101 | -0.047 | 0.091 |
| 2021 | 0.082 | 0.045 | 0.004 | 0.062 |
| 2020 | -0.225 | 0.121 | 0.004 | 0.095 |
| 2019 | 0.115 | 0.012 | 0.018 | 0.064 |
| 2018 | -0.043 | 0.028 | 0.001 | -0.131 |
| 2017 | 0.041 | 0.009 | 0.019 | -0.002 |
| 2016 | -0.063 | -0.023 | 0.038 | 0.046 |
| 2015 | 0.155 | -0.031 | -0.083 | 0.049 |
| 2014 | 0.018 | 0.026 | -0.008 | -0.009 |
| 2013 | 0.044 | -0.008 | 0.072 | 0.053 |
| 2012 | 0.078 | -0.029 | 0.058 | 0.028 |
| 2011 | 0.005 | -0.006 | -0.153 | 0.057 |
| 2010 | 0.038 | -0.046 | 0.048 | 0.062 |
| 2009 | -0.112 | 0.164 | 0.164 | 0.042 |
| 2008 | -0.169 | -0.055 | -0.125 | -0.237 |
| 2007 | 0.030 | 0.049 | -0.057 | -0.052 |
| 2006 | 0.094 | -0.034 | 0.058 | 0.079 |
| 2005 | 0.051 | 0.053 | 0.076 | 0.035 |
| 2004 | 0.031 | 0.020 | -0.012 | 0.049 |
| 2003 | -0.119 | 0.136 | 0.011 | 0.094 |
| 2002 | -0.154 | -0.221 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.127 |
| 3 years | 0.103 |
| 5 years | 0.084 |
| 10 years | 0.059 |
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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.