Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | — |
| 1 month | 0.035 | 0 | — |
| 3 months | 0.040 | 0 | — |
| 1 year | 0.097 | 0 | — |
| 3 years | 0.113 | 0 | — |
| 5 years | 0.078 | 0 | — |
| 10 years | 0.129 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.083 | — |
| 2024 | 0.119 | — |
| 2023 | 0.150 | — |
| 2022 | -0.159 | — |
| 2021 | 0.168 | — |
| 2020 | 0.318 | — |
| 2019 | 0.309 | — |
| 2018 | -0.068 | — |
| 2017 | 0.177 | — |
| 2016 | 0.206 | — |
| 2015 | 0.029 | — |
| 2014 | 0.109 | — |
| 2013 | 0.310 | — |
| 2012 | 0.072 | — |
| 2011 | -0.109 | — |
| 2010 | 0.151 | — |
| 2009 | 0.197 | — |
| 2008 | -0.197 | — |
| 2007 | 0.164 | — |
| 2006 | 0.071 | — |
| 2005 | 0.184 | — |
| 2004 | 0.035 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | 0.084 | 0.043 | -0.017 |
| 2024 | 0.095 | 0.040 | -0.021 | 0.004 |
| 2023 | 0.056 | 0.036 | -0.034 | 0.088 |
| 2022 | -0.067 | -0.124 | 0.028 | 0.001 |
| 2021 | -0.011 | 0.086 | 0.031 | 0.055 |
| 2020 | -0.088 | 0.222 | 0.072 | 0.103 |
| 2019 | 0.124 | 0.095 | 0.031 | 0.032 |
| 2018 | -0.031 | 0.079 | 0.033 | -0.138 |
| 2017 | 0.061 | 0.038 | 0.009 | 0.059 |
| 2016 | 0.011 | 0.044 | 0.095 | 0.044 |
| 2015 | 0.085 | -0.046 | -0.087 | 0.088 |
| 2014 | 0.022 | -0.005 | 0.010 | 0.080 |
| 2013 | 0.155 | 0.019 | 0.041 | 0.069 |
| 2012 | 0.089 | -0.082 | 0.043 | 0.029 |
| 2011 | 0.000 | 0.014 | -0.160 | 0.046 |
| 2010 | 0.096 | -0.087 | 0.026 | 0.121 |
| 2009 | -0.089 | 0.084 | 0.166 | 0.040 |
| 2008 | -0.102 | -0.010 | -0.035 | -0.065 |
| 2007 | 0.044 | 0.075 | 0.014 | 0.024 |
| 2006 | 0.107 | -0.082 | 0.011 | 0.043 |
| 2005 | 0.011 | 0.028 | 0.086 | 0.049 |
| 2004 | 0.017 | -0.024 | -0.021 | 0.065 |
| 2003 | 0.060 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.113 |
| 5 years | 0.078 |
| 10 years | 0.129 |
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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.