Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.138 | 0 | 12 |
| 1 month | 0.053 | 0 | 43 |
| 3 months | 0.073 | 0 | 50 |
| 1 year | 0.331 | 0 | 5 |
| 3 years | 0.197 | 0 | 6 |
| 5 years | 0.144 | 0 | 4 |
| 10 years | 0.133 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.110 | — |
| 2024 | 0.258 | — |
| 2023 | 0.161 | — |
| 2022 | -0.101 | — |
| 2021 | 0.329 | — |
| 2020 | 0.055 | — |
| 2019 | 0.279 | — |
| 2018 | -0.049 | — |
| 2017 | 0.088 | — |
| 2016 | 0.105 | — |
| 2015 | 0.128 | — |
| 2014 | 0.218 | — |
| 2013 | 0.190 | — |
| 2012 | 0.120 | — |
| 2011 | -0.024 | — |
| 2010 | 0.190 | — |
| 2009 | 0.199 | — |
| 2008 | -0.342 | — |
| 2007 | -0.030 | — |
| 2006 | 0.050 | — |
| 2005 | 0.262 | — |
| 2004 | 0.028 | — |
| 2003 | 0.084 | — |
| 2002 | -0.373 | — |
| 2001 | -0.274 | — |
| 2000 | -0.135 | — |
| 1999 | 0.462 | — |
| 1998 | 0.066 | — |
| 1997 | 0.253 | — |
| 1996 | 0.216 | — |
| 1995 | 0.087 | — |
| 1994 | -0.122 | — |
| 1993 | 0.307 | — |
| 1992 | 0.072 | — |
| 1991 | 0.194 | — |
| 1990 | -0.122 | — |
| 1989 | 0.181 | — |
| 1988 | 0.223 | — |
| 1987 | -0.078 | — |
| 1986 | 0.041 | — |
| 1985 | 0.102 | — |
| 1984 | -0.140 | — |
| 1983 | 0.285 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.008 | — | — | — |
| 2025 | -0.072 | 0.040 | 0.101 | 0.045 |
| 2024 | 0.131 | 0.046 | -0.001 | 0.064 |
| 2023 | 0.045 | 0.057 | -0.013 | 0.065 |
| 2022 | -0.020 | -0.093 | -0.011 | 0.023 |
| 2021 | 0.102 | 0.064 | 0.019 | 0.112 |
| 2020 | -0.188 | 0.155 | 0.009 | 0.114 |
| 2019 | 0.128 | 0.025 | 0.044 | 0.060 |
| 2018 | -0.013 | 0.058 | 0.056 | -0.138 |
| 2017 | 0.051 | -0.021 | 0.022 | 0.035 |
| 2016 | -0.070 | 0.023 | 0.049 | 0.106 |
| 2015 | 0.164 | -0.027 | -0.085 | 0.088 |
| 2014 | 0.028 | 0.050 | 0.070 | 0.054 |
| 2013 | 0.098 | -0.012 | 0.028 | 0.067 |
| 2012 | 0.092 | -0.021 | 0.049 | -0.002 |
| 2011 | -0.014 | -0.012 | -0.097 | 0.110 |
| 2010 | 0.101 | -0.023 | 0.002 | 0.104 |
| 2009 | -0.060 | 0.111 | 0.090 | 0.053 |
| 2008 | -0.155 | -0.007 | -0.043 | -0.181 |
| 2007 | 0.000 | 0.045 | -0.033 | -0.040 |
| 2006 | 0.039 | -0.069 | 0.052 | 0.032 |
| 2005 | 0.039 | 0.075 | 0.071 | 0.055 |
| 2004 | 0.055 | 0.016 | -0.038 | -0.003 |
| 2003 | -0.079 | 0.097 | 0.027 | 0.045 |
| 2002 | -0.006 | -0.206 | -0.187 | -0.022 |
| 2001 | -0.172 | 0.053 | -0.278 | 0.154 |
| 2000 | 0.061 | -0.057 | 0.051 | -0.178 |
| 1999 | 0.090 | 0.067 | -0.049 | 0.322 |
| 1998 | 0.139 | -0.004 | -0.177 | 0.141 |
| 1997 | 0.063 | 0.157 | 0.023 | -0.004 |
| 1996 | 0.097 | 0.071 | -0.005 | 0.040 |
| 1995 | -0.042 | 0.055 | 0.036 | 0.038 |
| 1994 | -0.054 | -0.053 | 0.009 | -0.028 |
| 1993 | 0.029 | 0.086 | 0.033 | 0.133 |
| 1992 | 0.066 | -0.045 | -0.044 | 0.102 |
| 1991 | 0.183 | 0.032 | 0.024 | -0.044 |
| 1990 | -0.018 | 0.031 | -0.119 | -0.016 |
| 1989 | 0.042 | 0.067 | 0.086 | -0.021 |
| 1988 | 0.081 | 0.076 | 0.032 | 0.019 |
| 1987 | 0.043 | 0.024 | 0.047 | -0.176 |
| 1986 | 0.183 | -0.010 | -0.046 | -0.068 |
| 1985 | 0.050 | 0.029 | -0.033 | 0.055 |
| 1984 | -0.028 | -0.119 | 0.045 | -0.039 |
| 1983 | 0.007 | 0.125 | 0.087 | 0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.295 |
| 3 years | 0.186 |
| 5 years | 0.137 |
| 10 years | 0.130 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.