Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 43 |
| 1 month | 0.037 | 0 | 42 |
| 3 months | 0.027 | 0 | 61 |
| 1 year | 0.240 | 0 | 38 |
| 3 years | 0.101 | 0 | 61 |
| 5 years | 0.088 | 0 | 50 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.171 | — |
| 2024 | 0.060 | — |
| 2023 | 0.055 | — |
| 2022 | 0.028 | — |
| 2021 | 0.139 | — |
| 2020 | 0.008 | — |
| 2019 | 0.161 | — |
| 2018 | -0.081 | — |
| 2017 | 0.101 | — |
| 2016 | 0.221 | — |
| 2015 | 0.059 | — |
| 2014 | 0.067 | — |
| 2013 | 0.257 | — |
| 2012 | 0.136 | — |
| 2011 | -0.012 | — |
| 2010 | 0.147 | — |
| 2009 | 0.227 | — |
| 2008 | -0.431 | — |
| 2007 | -0.113 | — |
| 2006 | 0.180 | — |
| 2005 | 0.183 | — |
| 2004 | 0.173 | — |
| 2003 | 0.216 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.018 | — | — | — |
| 2025 | 0.009 | 0.050 | 0.059 | 0.044 |
| 2024 | 0.051 | 0.028 | -0.008 | -0.011 |
| 2023 | 0.015 | 0.007 | -0.011 | 0.044 |
| 2022 | -0.006 | -0.031 | -0.001 | 0.069 |
| 2021 | 0.040 | 0.033 | 0.007 | 0.053 |
| 2020 | -0.167 | 0.126 | -0.004 | 0.079 |
| 2019 | 0.071 | 0.054 | 0.021 | 0.007 |
| 2018 | -0.071 | 0.069 | 0.030 | -0.101 |
| 2017 | 0.042 | 0.014 | 0.015 | 0.027 |
| 2016 | 0.028 | 0.053 | 0.069 | 0.055 |
| 2015 | 0.068 | -0.047 | -0.039 | 0.083 |
| 2014 | 0.008 | 0.013 | 0.004 | 0.042 |
| 2013 | 0.145 | 0.014 | 0.024 | 0.057 |
| 2012 | 0.069 | -0.022 | 0.065 | 0.021 |
| 2011 | 0.005 | 0.018 | -0.106 | 0.080 |
| 2010 | 0.047 | -0.073 | 0.120 | 0.055 |
| 2009 | -0.145 | 0.159 | 0.199 | 0.033 |
| 2008 | -0.099 | -0.164 | -0.116 | -0.144 |
| 2007 | 0.011 | -0.006 | -0.046 | -0.075 |
| 2006 | 0.108 | -0.048 | 0.048 | 0.068 |
| 2005 | 0.030 | 0.031 | 0.045 | 0.066 |
| 2004 | 0.014 | 0.040 | 0.033 | 0.076 |
| 2003 | -0.069 | 0.167 | 0.058 | 0.058 |
| 2002 | -0.065 | -0.149 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.175 |
| 3 years | 0.081 |
| 5 years | 0.077 |
| 10 years | 0.081 |
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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.