Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | 46 |
| 1 month | 0.052 | 0 | 63 |
| 3 months | 0.028 | 0 | 46 |
| 1 year | 0.250 | 0 | 20 |
| 3 years | 0.149 | 0 | 11 |
| 5 years | 0.083 | 0 | 17 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.238 | — |
| 2024 | 0.082 | — |
| 2023 | 0.117 | — |
| 2022 | -0.089 | — |
| 2021 | 0.127 | — |
| 2020 | 0.097 | — |
| 2019 | 0.155 | — |
| 2018 | -0.101 | — |
| 2017 | 0.129 | — |
| 2016 | 0.018 | — |
| 2015 | -0.016 | — |
| 2014 | 0.038 | — |
| 2013 | 0.161 | — |
| 2012 | 0.102 | — |
| 2011 | -0.021 | — |
| 2010 | 0.120 | — |
| 2009 | 0.290 | — |
| 2008 | -0.302 | — |
| 2007 | 0.052 | — |
| 2006 | 0.105 | — |
| 2005 | 0.065 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.003 | — | — | — |
| 2025 | 0.042 | 0.085 | 0.055 | 0.038 |
| 2024 | 0.057 | -0.003 | 0.059 | -0.030 |
| 2023 | 0.032 | 0.024 | -0.001 | 0.058 |
| 2022 | -0.031 | -0.098 | -0.041 | 0.088 |
| 2021 | 0.062 | 0.042 | -0.006 | 0.024 |
| 2020 | -0.175 | 0.126 | 0.054 | 0.120 |
| 2019 | 0.070 | 0.018 | -0.001 | 0.061 |
| 2018 | -0.016 | -0.012 | 0.024 | -0.097 |
| 2017 | 0.040 | 0.026 | 0.031 | 0.026 |
| 2016 | -0.007 | 0.005 | 0.029 | -0.008 |
| 2015 | 0.022 | 0.002 | -0.055 | 0.017 |
| 2014 | 0.015 | 0.036 | -0.018 | 0.006 |
| 2013 | 0.056 | -0.003 | 0.049 | 0.051 |
| 2012 | 0.077 | -0.031 | 0.039 | 0.016 |
| 2011 | 0.036 | 0.003 | -0.113 | 0.062 |
| 2010 | 0.039 | -0.065 | 0.087 | 0.060 |
| 2009 | -0.057 | 0.164 | 0.129 | 0.041 |
| 2008 | -0.064 | -0.008 | -0.092 | -0.172 |
| 2007 | 0.018 | 0.038 | 0.019 | -0.023 |
| 2006 | 0.037 | -0.015 | 0.032 | 0.048 |
| 2005 | -0.006 | 0.015 | 0.035 | 0.020 |
| 2004 | 0.069 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.178 |
| 3 years | 0.127 |
| 5 years | 0.070 |
| 10 years | 0.072 |
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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.