Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 78 |
| 1 month | -0.002 | 0 | 86 |
| 3 months | -0.033 | 0 | 87 |
| 1 year | 0.121 | 0 | 77 |
| 3 years | 0.133 | 0 | 78 |
| 5 years | 0.114 | 0 | 74 |
| 10 years | 0.134 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.044 | — |
| 2024 | 0.170 | — |
| 2023 | 0.167 | — |
| 2022 | 0.029 | — |
| 2021 | 0.253 | — |
| 2020 | 0.170 | — |
| 2019 | 0.007 | — |
| 2018 | -0.026 | — |
| 2017 | 0.363 | — |
| 2016 | 0.102 | — |
| 2015 | 0.031 | — |
| 2014 | 0.349 | — |
| 2013 | 0.072 | — |
| 2012 | 0.343 | — |
| 2011 | -0.220 | — |
| 2010 | 0.102 | — |
| 2009 | 0.640 | — |
| 2008 | -0.442 | — |
| 2007 | 0.480 | — |
| 2006 | 0.200 | — |
| 2005 | 0.308 | — |
| 2004 | 0.190 | — |
| 2003 | 0.649 | — |
| 2002 | 0.092 | — |
| 2001 | -0.148 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.068 | -0.018 | 0.033 |
| 2024 | 0.051 | 0.083 | 0.073 | -0.042 |
| 2023 | -0.042 | 0.085 | 0.041 | 0.078 |
| 2022 | -0.014 | -0.071 | 0.089 | 0.030 |
| 2021 | 0.049 | 0.073 | 0.108 | 0.005 |
| 2020 | -0.192 | 0.140 | 0.076 | 0.180 |
| 2019 | 0.032 | -0.024 | -0.032 | 0.033 |
| 2018 | -0.038 | 0.011 | -0.001 | 0.003 |
| 2017 | 0.114 | 0.066 | 0.055 | 0.088 |
| 2016 | -0.035 | 0.085 | 0.087 | -0.033 |
| 2015 | 0.017 | 0.003 | -0.014 | 0.025 |
| 2014 | 0.051 | 0.175 | 0.037 | 0.054 |
| 2013 | -0.053 | 0.016 | -0.011 | 0.127 |
| 2012 | 0.159 | 0.001 | 0.082 | 0.070 |
| 2011 | -0.068 | -0.007 | -0.080 | -0.083 |
| 2010 | 0.008 | 0.017 | 0.094 | -0.017 |
| 2009 | -0.018 | 0.387 | 0.148 | 0.048 |
| 2008 | -0.213 | -0.117 | -0.034 | -0.168 |
| 2007 | -0.051 | 0.126 | 0.129 | 0.226 |
| 2006 | 0.163 | -0.118 | 0.108 | 0.056 |
| 2005 | 0.014 | 0.042 | 0.164 | 0.063 |
| 2004 | -0.002 | -0.099 | 0.144 | 0.157 |
| 2003 | -0.080 | 0.153 | 0.235 | 0.259 |
| 2002 | 0.054 | 0.006 | -0.062 | 0.099 |
| 2001 | -0.145 | -0.028 | -0.117 | 0.161 |
| 2000 | -0.155 | -0.114 | -0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.111 |
| 3 years | 0.133 |
| 5 years | 0.114 |
| 10 years | 0.134 |
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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.