Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 1 |
| 1 month | 0.014 | 0 | 1 |
| 3 months | 0.020 | 0 | 1 |
| 1 year | 0.053 | 0 | 11 |
| 3 years | 0.054 | 0 | 8 |
| 5 years | 0.048 | 0 | 10 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.053 | — |
| 2024 | 0.058 | — |
| 2023 | 0.040 | — |
| 2022 | 0.059 | — |
| 2021 | 0.035 | — |
| 2020 | 0.002 | — |
| 2019 | 0.034 | — |
| 2018 | 0.030 | — |
| 2017 | 0.085 | — |
| 2016 | -0.061 | — |
| 2015 | -0.019 | — |
| 2014 | 0.031 | — |
| 2013 | -0.002 | — |
| 2012 | -0.035 | — |
| 2011 | 0.004 | — |
| 2010 | 0.002 | — |
| 2009 | -0.008 | — |
| 2008 | -0.001 | — |
| 2007 | 0.032 | — |
| 2006 | 0.034 | — |
| 2005 | 0.043 | — |
| 2004 | -0.031 | — |
| 2003 | 0 | — |
| 2002 | -0.152 | — |
| 2001 | -0.150 | — |
| 2000 | 0.043 | — |
| 1996 | — | — |
| 1995 | -0.036 | — |
| 1994 | -0.018 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.009 | — | — | — |
| 2025 | 0.008 | 0.022 | 0.008 | 0.015 |
| 2024 | 0.007 | 0.038 | 0.008 | 0.005 |
| 2023 | 0.011 | 0.008 | 0.008 | 0.013 |
| 2022 | 0.007 | 0.028 | 0.009 | 0.014 |
| 2021 | 0.004 | 0.022 | 0.006 | 0.002 |
| 2020 | 0.006 | -0.017 | 0.006 | 0.007 |
| 2019 | 0.006 | 0.007 | 0.026 | -0.006 |
| 2018 | 0.004 | 0.004 | 0.005 | 0.017 |
| 2017 | 0.004 | 0.003 | 0.004 | 0.072 |
| 2016 | -0.047 | 0.000 | 0.003 | -0.018 |
| 2015 | -0.030 | 0.004 | 0.007 | 0.000 |
| 2014 | 0.005 | 0.006 | 0.005 | 0.013 |
| 2013 | -0.010 | 0.005 | -0.001 | 0.005 |
| 2012 | 0.006 | 0.005 | 0.004 | -0.050 |
| 2011 | -0.010 | 0.003 | 0.026 | -0.014 |
| 2010 | 0.009 | 0.006 | 0.006 | -0.018 |
| 2009 | 0.002 | 0.007 | -0.013 | -0.004 |
| 2008 | 0.008 | 0.008 | 0.011 | -0.029 |
| 2007 | 0.010 | 0.004 | 0.010 | 0.008 |
| 2006 | 0.011 | 0.007 | 0.008 | 0.007 |
| 2005 | 0.015 | -0.003 | — | — |
| 2004 | -0.054 | 0.002 | 0.005 | 0.016 |
| 2003 | 0 | 0 | 0 | 0 |
| 2002 | -0.152 | 0 | 0 | 0 |
| 2001 | 0 | -0.151 | 0.001 | 0 |
| 2000 | 0.006 | 0.006 | 0.009 | 0.020 |
| 1996 | 0.019 | — | — | — |
| 1995 | -0.040 | 0.009 | 0.006 | -0.009 |
| 1994 | -0.003 | -0.007 | -0.002 | -0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.051 |
| 5 years | 0.048 |
| 10 years | 0.040 |
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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.