Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.112 | 0 | 82 |
| 1 month | -0.009 | 0 | 77 |
| 3 months | -0.018 | 0 | 82 |
| 1 year | 0.142 | 0 | 75 |
| 3 years | 0.121 | 0 | 60 |
| 5 years | 0.076 | 0 | 58 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.190 | — |
| 2022 | -0.136 | — |
| 2021 | 0.140 | — |
| 2020 | 0.012 | — |
| 2019 | 0.206 | — |
| 2018 | -0.238 | — |
| 2017 | 0.124 | — |
| 2016 | -0.001 | — |
| 2015 | 0.125 | — |
| 2014 | -0.013 | — |
| 2013 | 0.264 | — |
| 2012 | 0.260 | — |
| 2011 | -0.173 | — |
| 2010 | 0.194 | — |
| 2009 | 0.242 | — |
| 2008 | -0.334 | — |
| 2007 | 0.029 | — |
| 2006 | 0.281 | — |
| 2005 | 0.369 | — |
| 2004 | 0.126 | — |
| 2003 | 0.417 | — |
| 2002 | -0.283 | — |
| 2001 | -0.109 | — |
| 2000 | 0.091 | — |
| 1999 | 0.202 | — |
| 1998 | 0.029 | — |
| 1997 | 0.222 | — |
| 1996 | 0.108 | — |
| 1995 | 0.010 | — |
| 1994 | -0.111 | — |
| 1993 | 0.459 | — |
| 1992 | -0.076 | — |
| 1991 | -0.114 | — |
| 1990 | -0.132 | — |
| 1989 | 0.121 | — |
| 1988 | 0.300 | — |
| 1987 | -0.375 | — |
| 1986 | 0.013 | — |
| 1985 | 0.566 | — |
| 1984 | 0.084 | — |
| 1983 | 0.246 | — |
| 1982 | 0.139 | — |
| 1981 | 0.019 | — |
| 1980 | 0.010 | — |
| 1979 | -0.068 | — |
| 1978 | 0.065 | — |
| 1977 | 0.104 | — |
| 1976 | -0.066 | — |
| 1975 | 0.318 | — |
| 1974 | 0.013 | — |
| 1973 | -0.131 | — |
| 1972 | 0.077 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.110 | 0.038 | -0.032 | — |
| 2024 | 0.059 | 0.002 | 0.039 | -0.020 |
| 2023 | 0.104 | 0.011 | -0.027 | 0.096 |
| 2022 | -0.088 | -0.108 | -0.096 | 0.173 |
| 2021 | 0.087 | 0.033 | -0.034 | 0.051 |
| 2020 | -0.249 | 0.221 | 0.038 | 0.064 |
| 2019 | 0.102 | 0.032 | -0.001 | 0.062 |
| 2018 | -0.072 | -0.003 | 0.009 | -0.185 |
| 2017 | 0.075 | 0.008 | 0.028 | 0.009 |
| 2016 | -0.088 | -0.069 | 0.091 | 0.077 |
| 2015 | 0.208 | -0.066 | -0.119 | 0.131 |
| 2014 | 0.001 | 0.011 | -0.058 | 0.035 |
| 2013 | 0.041 | 0.023 | 0.085 | 0.093 |
| 2012 | 0.166 | -0.111 | 0.153 | 0.054 |
| 2011 | 0.003 | 0.030 | -0.228 | 0.037 |
| 2010 | 0.033 | -0.033 | 0.060 | 0.127 |
| 2009 | -0.162 | 0.208 | 0.178 | 0.042 |
| 2008 | -0.098 | -0.019 | -0.114 | -0.150 |
| 2007 | 0.090 | 0.073 | -0.063 | -0.062 |
| 2006 | 0.177 | -0.082 | 0.078 | 0.099 |
| 2005 | 0.057 | 0.106 | 0.132 | 0.033 |
| 2004 | 0.077 | 0.025 | -0.041 | 0.064 |
| 2003 | -0.040 | 0.236 | 0.118 | 0.070 |
| 2002 | 0.034 | -0.104 | -0.210 | -0.021 |
| 2001 | -0.032 | 0.042 | -0.199 | 0.103 |
| 2000 | 0.148 | 0.012 | 0.054 | -0.109 |
| 1999 | 0.028 | 0.155 | -0.012 | 0.025 |
| 1998 | 0.158 | 0.077 | -0.203 | 0.036 |
| 1997 | 0.197 | 0.134 | -0.014 | -0.086 |
| 1996 | 0.064 | 0.042 | -0.008 | 0.008 |
| 1995 | -0.101 | 0.070 | 0.014 | 0.036 |
| 1994 | -0.050 | -0.059 | 0.004 | -0.010 |
| 1993 | 0.113 | 0.030 | 0.105 | 0.151 |
| 1992 | 0.087 | -0.013 | -0.135 | -0.004 |
| 1991 | 0.049 | -0.002 | -0.052 | -0.108 |
| 1990 | 0.075 | 0.011 | -0.217 | 0.020 |
| 1989 | -0.030 | 0.101 | 0.066 | -0.016 |
| 1988 | 0.068 | 0.069 | 0.087 | 0.047 |
| 1987 | -0.073 | 0.088 | 0.044 | -0.407 |
| 1986 | 0.026 | -0.028 | -0.019 | 0.036 |
| 1985 | 0.058 | 0.158 | 0.097 | 0.166 |
| 1984 | 0.012 | -0.021 | 0.054 | 0.039 |
| 1983 | 0.148 | 0.044 | -0.014 | 0.055 |
| 1982 | 0.059 | -0.042 | 0.049 | 0.071 |
| 1981 | 0.014 | 0.073 | -0.070 | 0.008 |
| 1980 | -0.036 | 0.092 | 0.012 | -0.051 |
| 1979 | -0.019 | -0.045 | 0.053 | -0.056 |
| 1978 | 0.016 | 0.019 | 0.064 | -0.033 |
| 1977 | 0.019 | 0.031 | 0.039 | 0.010 |
| 1976 | 0.022 | -0.045 | -0.021 | -0.022 |
| 1975 | 0.177 | 0.007 | 0.007 | 0.104 |
| 1974 | -0.026 | -0.013 | -0.021 | 0.077 |
| 1973 | 0.072 | -0.123 | -0.068 | -0.009 |
| 1972 | 0.090 | -0.013 | 0.015 | -0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.083 |
| 5 years | 0.055 |
| 10 years | 0.025 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.