Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 45 |
| 1 month | 0.007 | 0 | 68 |
| 3 months | 0.012 | 0 | 29 |
| 1 year | 0.025 | 0 | 30 |
| 3 years | 0.061 | 0 | 9 |
| 5 years | 0.020 | 0 | 51 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.026 | — |
| 2024 | 0.084 | — |
| 2023 | 0.081 | — |
| 2022 | -0.117 | — |
| 2021 | 0.043 | — |
| 2020 | 0.009 | — |
| 2019 | 0.135 | — |
| 2018 | -0.039 | — |
| 2017 | 0.010 | — |
| 2016 | 0.037 | — |
| 2015 | -0.005 | — |
| 2014 | 0.063 | — |
| 2013 | 0.058 | — |
| 2012 | 0.184 | — |
| 2011 | -0.002 | — |
| 2010 | 0.092 | — |
| 2009 | 0.282 | — |
| 2008 | -0.155 | — |
| 2007 | 0.028 | — |
| 2006 | 0.056 | — |
| 2005 | 0.077 | — |
| 2004 | 0.042 | — |
| 2003 | 0.095 | — |
| 2002 | 0.032 | — |
| 2001 | 0.019 | — |
| 2000 | 0.053 | — |
| 1999 | 0.109 | — |
| 1998 | 0.095 | — |
| 1997 | 0.070 | — |
| 1996 | 0.149 | — |
| 1995 | 0.051 | — |
| 1994 | -0.005 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0 | 0.018 | 0.006 |
| 2024 | 0.019 | 0.019 | 0.024 | 0.019 |
| 2023 | 0.013 | 0.013 | 0.019 | 0.034 |
| 2022 | -0.037 | -0.097 | -0.003 | 0.020 |
| 2021 | 0.031 | 0.009 | 0.005 | -0.002 |
| 2020 | -0.118 | 0.074 | 0.023 | 0.041 |
| 2019 | 0.069 | 0.024 | 0.008 | 0.029 |
| 2018 | -0.005 | -0.002 | -0.003 | -0.030 |
| 2017 | 0.025 | 0.002 | -0.006 | -0.011 |
| 2016 | -0.022 | 0.010 | 0.028 | 0.020 |
| 2015 | 0.052 | -0.024 | -0.040 | 0.008 |
| 2014 | 0.030 | 0.025 | -0.014 | 0.021 |
| 2013 | 0.015 | -0.006 | 0.022 | 0.026 |
| 2012 | 0.060 | 0.005 | 0.059 | 0.050 |
| 2011 | 0.009 | 0.005 | -0.041 | 0.026 |
| 2010 | 0.056 | -0.005 | 0.029 | 0.009 |
| 2009 | -0.020 | 0.143 | 0.113 | 0.028 |
| 2008 | -0.080 | -0.013 | -0.006 | -0.064 |
| 2007 | 0.020 | 0.017 | 0.000 | -0.009 |
| 2006 | 0.025 | -0.020 | 0.026 | 0.024 |
| 2005 | 0.015 | 0.026 | 0.015 | 0.019 |
| 2004 | 0.041 | -0.011 | 0.008 | 0.005 |
| 2003 | 0.019 | 0.042 | 0.018 | 0.014 |
| 2002 | 0.016 | -0.008 | -0.007 | 0.031 |
| 2001 | 0.008 | 0.007 | -0.012 | 0.016 |
| 2000 | 0.026 | -0.003 | 0.022 | 0.007 |
| 1999 | 0.042 | 0.029 | -0.006 | 0.041 |
| 1998 | 0.061 | 0.005 | -0.024 | 0.053 |
| 1997 | 0.042 | 0.029 | 0.011 | -0.013 |
| 1996 | 0.030 | 0.038 | 0.032 | 0.042 |
| 1995 | -0.033 | 0.037 | 0.034 | 0.013 |
| 1994 | -0.010 | -0.015 | 0.011 | 0.010 |
| 1993 | 0.023 | 0.001 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.047 |
| 5 years | 0.012 |
| 10 years | 0.025 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.