Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 7 |
| 1 month | 0.017 | 0 | 39 |
| 3 months | 0.005 | 0 | 4 |
| 1 year | 0.212 | 0 | 27 |
| 3 years | 0.195 | 0 | 51 |
| 5 years | 0.179 | 0 | 32 |
| 10 years | 0.170 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.101 | — |
| 2024 | 0.180 | — |
| 2023 | 0.268 | — |
| 2022 | 0.073 | — |
| 2021 | 0.393 | — |
| 2020 | 0.158 | — |
| 2019 | 0.068 | — |
| 2018 | -0.053 | — |
| 2017 | 0.405 | — |
| 2016 | 0.004 | — |
| 2015 | 0.111 | — |
| 2014 | 0.483 | — |
| 2013 | 0.105 | — |
| 2012 | 0.324 | — |
| 2011 | -0.258 | — |
| 2010 | 0.193 | — |
| 2009 | 0.874 | — |
| 2008 | -0.552 | — |
| 2007 | 0.849 | — |
| 2006 | 0.499 | — |
| 2005 | 0.701 | — |
| 2004 | 0.313 | — |
| 2003 | 1.176 | — |
| 2002 | -0.022 | — |
| 2001 | -0.416 | — |
| 2000 | -0.501 | — |
| 1999 | 2.189 | — |
| 1998 | -0.109 | — |
| 1997 | 0.042 | — |
| 1996 | -0.030 | — |
| 1995 | -0.283 | — |
| 1994 | 0.272 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | 0.096 | -0.019 | 0.059 |
| 2024 | 0.026 | 0.133 | 0.075 | -0.055 |
| 2023 | -0.027 | 0.122 | 0.053 | 0.103 |
| 2022 | -0.006 | -0.087 | 0.159 | 0.019 |
| 2021 | 0.091 | 0.148 | 0.073 | 0.038 |
| 2020 | -0.280 | 0.196 | 0.093 | 0.231 |
| 2019 | 0.040 | 0.005 | -0.023 | 0.045 |
| 2018 | -0.078 | -0.007 | 0.006 | 0.028 |
| 2017 | 0.147 | 0.050 | 0.024 | 0.140 |
| 2016 | -0.062 | 0.084 | 0.082 | -0.087 |
| 2015 | 0.080 | 0.015 | -0.015 | 0.029 |
| 2014 | 0.064 | 0.195 | 0.080 | 0.080 |
| 2013 | -0.066 | 0.017 | -0.004 | 0.168 |
| 2012 | 0.164 | -0.004 | 0.088 | 0.050 |
| 2011 | -0.120 | 0.014 | -0.094 | -0.082 |
| 2010 | 0.005 | 0.070 | 0.107 | 0.002 |
| 2009 | 0.008 | 0.451 | 0.170 | 0.095 |
| 2008 | -0.301 | -0.163 | -0.010 | -0.227 |
| 2007 | -0.062 | 0.178 | 0.335 | 0.253 |
| 2006 | 0.285 | -0.143 | 0.165 | 0.168 |
| 2005 | 0.034 | 0.100 | 0.344 | 0.112 |
| 2004 | -0.083 | -0.088 | 0.187 | 0.323 |
| 2003 | -0.151 | 0.307 | 0.337 | 0.467 |
| 2002 | 0.042 | 0.053 | -0.191 | 0.102 |
| 2001 | -0.306 | -0.081 | -0.219 | 0.173 |
| 2000 | 0.106 | -0.388 | -0.123 | -0.159 |
| 1999 | 0.477 | -0.081 | 0.517 | 0.549 |
| 1998 | 0.074 | -0.197 | 0.025 | 0.008 |
| 1997 | 0.010 | 0.169 | -0.036 | -0.084 |
| 1996 | 0.086 | 0.115 | -0.156 | -0.050 |
| 1995 | -0.127 | -0.068 | -0.017 | -0.103 |
| 1994 | 0.184 | 0.091 | 0.050 | -0.062 |
| 1993 | 0.168 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.212 |
| 3 years | 0.195 |
| 5 years | 0.179 |
| 10 years | 0.170 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.