Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 57 |
| 1 month | -0.037 | 0 | 67 |
| 3 months | -0.053 | 0 | 57 |
| 1 year | 0.102 | 0 | 72 |
| 3 years | 0.193 | 0 | 38 |
| 5 years | 0.090 | 0 | 51 |
| 10 years | 0.154 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.045 | — |
| 2024 | 0.489 | — |
| 2023 | 0.473 | — |
| 2022 | -0.331 | — |
| 2021 | 0.195 | — |
| 2020 | 0.246 | — |
| 2019 | 0.507 | — |
| 2018 | -0.027 | — |
| 2017 | 0.188 | — |
| 2016 | 0.155 | — |
| 2015 | 0.129 | — |
| 2014 | 0.297 | — |
| 2013 | 0.244 | — |
| 2012 | 0.043 | — |
| 2011 | -0.015 | — |
| 2010 | 0.013 | — |
| 2009 | 0.523 | — |
| 2008 | -0.340 | — |
| 2007 | 0.091 | — |
| 2006 | -0.107 | — |
| 2005 | 0.246 | — |
| 2004 | -0.082 | — |
| 2003 | 0.260 | — |
| 2002 | -0.499 | — |
| 2001 | -0.354 | — |
| 2000 | -0.277 | — |
| 1999 | 1.212 | — |
| 1998 | 0.430 | — |
| 1997 | 0.227 | — |
| 1996 | 0.250 | — |
| 1995 | 0.281 | — |
| 1994 | 0.020 | — |
| 1993 | 0.242 | — |
| 1992 | 0.460 | — |
| 1991 | 0.091 | — |
| 1990 | -0.226 | — |
| 1989 | 0.134 | — |
| 1988 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.053 | — | — | — |
| 2025 | -0.180 | 0.160 | 0.034 | -0.029 |
| 2024 | 0.240 | 0.077 | -0.031 | 0.151 |
| 2023 | 0.169 | 0.171 | -0.026 | 0.106 |
| 2022 | -0.143 | -0.200 | 0.031 | -0.054 |
| 2021 | 0.031 | 0.079 | -0.002 | 0.076 |
| 2020 | -0.107 | 0.197 | 0.046 | 0.114 |
| 2019 | 0.243 | 0.057 | 0.084 | 0.058 |
| 2018 | 0.011 | 0.123 | 0.033 | -0.170 |
| 2017 | 0.079 | -0.027 | 0.048 | 0.079 |
| 2016 | -0.049 | 0.017 | 0.133 | 0.054 |
| 2015 | 0.125 | -0.035 | -0.051 | 0.095 |
| 2014 | 0.025 | 0.054 | 0.087 | 0.105 |
| 2013 | 0.069 | 0.026 | 0.028 | 0.104 |
| 2012 | 0.145 | -0.063 | 0.011 | -0.038 |
| 2011 | -0.048 | 0.000 | -0.008 | 0.043 |
| 2010 | 0.025 | -0.034 | -0.066 | 0.095 |
| 2009 | 0.126 | 0.164 | 0.038 | 0.119 |
| 2008 | -0.226 | 0.040 | -0.061 | -0.126 |
| 2007 | 0.000 | 0.085 | 0.012 | -0.006 |
| 2006 | 0.024 | -0.163 | 0.077 | -0.032 |
| 2005 | -0.013 | 0.129 | 0.042 | 0.073 |
| 2004 | 0.063 | -0.061 | -0.130 | 0.057 |
| 2003 | -0.056 | 0.209 | 0.033 | 0.069 |
| 2002 | -0.089 | -0.339 | -0.279 | 0.155 |
| 2001 | -0.274 | 0.124 | -0.398 | 0.317 |
| 2000 | 0.136 | 0.020 | 0.012 | -0.384 |
| 1999 | 0.140 | 0.126 | 0.076 | 0.601 |
| 1998 | 0.157 | 0.043 | -0.124 | 0.353 |
| 1997 | 0.061 | 0.170 | 0.164 | -0.151 |
| 1996 | 0.028 | 0.074 | 0.072 | 0.057 |
| 1995 | 0.078 | 0.235 | 0.090 | -0.117 |
| 1994 | 0.018 | -0.064 | 0.051 | 0.018 |
| 1993 | 0.097 | 0.047 | 0.125 | -0.039 |
| 1992 | 0.169 | -0.112 | -0.048 | 0.477 |
| 1991 | 0.267 | -0.034 | -0.002 | -0.107 |
| 1990 | -0.005 | 0.042 | -0.302 | 0.070 |
| 1989 | 0.009 | 0.072 | 0.058 | -0.009 |
| 1988 | -0.045 | 0.030 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.193 |
| 5 years | 0.090 |
| 10 years | 0.154 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.