Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 40 |
| 1 month | -0.061 | 0 | 60 |
| 3 months | -0.022 | 0 | 40 |
| 1 year | 0.087 | 0 | 37 |
| 3 years | 0.087 | 0 | 40 |
| 5 years | 0.052 | 0 | 34 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.057 | — |
| 2024 | 0.156 | — |
| 2023 | 0.115 | — |
| 2022 | -0.127 | — |
| 2021 | 0.185 | — |
| 2020 | 0.037 | — |
| 2019 | 0.201 | — |
| 2018 | -0.090 | — |
| 2017 | 0.051 | — |
| 2016 | 0.041 | — |
| 2015 | 0.068 | — |
| 2014 | 0.127 | — |
| 2013 | 0.114 | — |
| 2012 | 0.123 | — |
| 2011 | -0.122 | — |
| 2010 | 0.094 | — |
| 2009 | 0.260 | — |
| 2008 | -0.370 | — |
| 2007 | -0.007 | — |
| 2006 | 0.131 | — |
| 2005 | 0.201 | — |
| 2004 | 0.132 | — |
| 2003 | 0.164 | — |
| 2002 | -0.232 | — |
| 2001 | -0.052 | — |
| 2000 | -0.109 | — |
| 1999 | 0.739 | — |
| 1998 | 0.304 | — |
| 1997 | 0.185 | — |
| 1996 | 0.698 | — |
| 1995 | -0.176 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.022 | — | — | — |
| 2025 | -0.049 | 0.022 | 0.051 | 0.033 |
| 2024 | 0.080 | 0.024 | 0.009 | 0.036 |
| 2023 | 0.037 | 0.025 | -0.010 | 0.060 |
| 2022 | -0.051 | -0.090 | -0.008 | 0.019 |
| 2021 | 0.067 | 0.046 | 0.010 | 0.051 |
| 2020 | -0.177 | 0.132 | 0.031 | 0.080 |
| 2019 | 0.107 | 0.010 | 0.029 | 0.044 |
| 2018 | -0.024 | 0.016 | 0.020 | -0.100 |
| 2017 | 0.032 | -0.010 | 0.006 | 0.023 |
| 2016 | -0.043 | 0.007 | 0.032 | 0.047 |
| 2015 | 0.131 | -0.032 | -0.081 | 0.062 |
| 2014 | 0.013 | 0.038 | 0.037 | 0.033 |
| 2013 | 0.072 | -0.026 | 0.025 | 0.040 |
| 2012 | 0.091 | -0.026 | 0.053 | 0.004 |
| 2011 | 0.013 | -0.028 | -0.154 | 0.053 |
| 2010 | 0.059 | -0.078 | 0.065 | 0.052 |
| 2009 | -0.100 | 0.196 | 0.139 | 0.028 |
| 2008 | -0.103 | -0.034 | -0.104 | -0.188 |
| 2007 | 0.024 | 0.054 | -0.024 | -0.058 |
| 2006 | 0.089 | -0.061 | 0.038 | 0.066 |
| 2005 | 0.042 | 0.060 | 0.063 | 0.024 |
| 2004 | 0.044 | 0.015 | 0.007 | 0.060 |
| 2003 | -0.075 | 0.121 | 0.041 | 0.079 |
| 2002 | 0.022 | -0.140 | -0.187 | 0.075 |
| 2001 | -0.082 | 0.019 | -0.171 | 0.221 |
| 2000 | 0.066 | -0.041 | -0.050 | -0.084 |
| 1999 | 0.055 | 0.107 | -0.012 | 0.507 |
| 1998 | 0.217 | 0.071 | -0.149 | 0.174 |
| 1997 | 0.108 | 0.061 | 0.085 | -0.072 |
| 1996 | 0.135 | 0.223 | 0.096 | 0.117 |
| 1995 | -0.169 | 0.157 | 0.018 | -0.157 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.084 |
| 5 years | 0.051 |
| 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.