Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 69 |
| 1 month | -0.006 | 0 | 48 |
| 3 months | 0.002 | 0 | 67 |
| 1 year | -0.171 | 0 | 72 |
| 3 years | -0.060 | 0 | 28 |
| 5 years | -0.031 | 0 | 26 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.330 | — |
| 2021 | 0.182 | — |
| 2020 | -0.026 | — |
| 2019 | 0.288 | — |
| 2018 | -0.054 | — |
| 2017 | 0.233 | — |
| 2016 | 0.077 | — |
| 2015 | 0.173 | — |
| 2014 | 0.231 | — |
| 2013 | 0.190 | — |
| 2012 | 0.293 | — |
| 2011 | -0.126 | — |
| 2010 | 0.113 | — |
| 2009 | 0.241 | — |
| 2008 | -0.261 | — |
| 2007 | -0.249 | — |
| 2006 | 0.569 | — |
| 2005 | 0.265 | — |
| 2004 | 0.489 | — |
| 2003 | 0.347 | — |
| 2002 | 0.135 | — |
| 2001 | -0.006 | — |
| 2000 | 0.311 | — |
| 1999 | 0.251 | — |
| 1998 | -0.063 | — |
| 1997 | 0.257 | — |
| 1996 | 0.234 | — |
| 1995 | -0.059 | — |
| 1994 | -0.066 | — |
| 1993 | 0.530 | — |
| 1992 | -0.208 | — |
| 1991 | -0.027 | — |
| 1990 | -0.367 | — |
| 1989 | 0.079 | — |
| 1988 | 0.259 | — |
| 1987 | 0.091 | — |
| 1986 | 0.393 | — |
| 1985 | 0.058 | — |
| 1984 | 0.211 | — |
| 1983 | 0.281 | — |
| 1982 | 0.084 | — |
| 1981 | 0.087 | — |
| 1980 | 0.331 | — |
| 1979 | -0.011 | — |
| 1978 | 0.062 | — |
| 1977 | 0.258 | — |
| 1976 | -0.004 | — |
| 1975 | 1.035 | — |
| 1974 | -0.403 | — |
| 1973 | -0.281 | — |
| 1972 | 0.180 | — |
| 1971 | 0.306 | — |
| 1970 | -0.098 | — |
| 1969 | -0.156 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | -0.081 | — | — | — |
| 2022 | -0.029 | -0.223 | -0.162 | 0.058 |
| 2021 | -0.057 | 0.144 | 0.011 | 0.084 |
| 2020 | -0.242 | 0.129 | 0.022 | 0.113 |
| 2019 | 0.110 | 0.011 | 0.084 | 0.060 |
| 2018 | -0.037 | 0.066 | 0.015 | -0.092 |
| 2017 | 0.028 | 0.077 | 0.032 | 0.080 |
| 2016 | 0.041 | 0.018 | 0.093 | -0.069 |
| 2015 | 0.128 | -0.078 | 0.097 | 0.028 |
| 2014 | 0.076 | 0.051 | -0.009 | 0.098 |
| 2013 | 0.046 | 0.024 | 0.054 | 0.055 |
| 2012 | 0.109 | -0.025 | 0.087 | 0.100 |
| 2011 | 0.066 | 0.060 | -0.207 | -0.025 |
| 2010 | 0.056 | -0.166 | 0.223 | 0.033 |
| 2009 | -0.172 | 0.080 | 0.368 | 0.015 |
| 2008 | 0.042 | -0.166 | -0.017 | -0.135 |
| 2007 | 0.022 | -0.131 | -0.125 | -0.034 |
| 2006 | 0.216 | -0.048 | 0.134 | 0.195 |
| 2005 | -0.015 | 0.122 | 0.105 | 0.036 |
| 2004 | 0.120 | 0.024 | 0.104 | 0.176 |
| 2003 | -0.049 | 0.143 | 0.073 | 0.155 |
| 2002 | 0.126 | 0.038 | -0.119 | 0.101 |
| 2001 | 0.027 | 0.025 | -0.083 | 0.029 |
| 2000 | 0.020 | 0.141 | 0.058 | 0.066 |
| 1999 | 0.146 | 0.084 | 0.026 | -0.020 |
| 1998 | 0.098 | -0.020 | -0.103 | -0.030 |
| 1997 | 0.094 | 0.044 | 0.069 | 0.031 |
| 1996 | 0.051 | 0.058 | 0.060 | 0.047 |
| 1995 | -0.071 | 0.019 | 0.003 | -0.009 |
| 1994 | 0.047 | -0.044 | -0.021 | -0.048 |
| 1993 | 0.070 | 0.133 | 0.128 | 0.119 |
| 1992 | -0.132 | 0.036 | -0.183 | 0.079 |
| 1991 | 0.074 | -0.034 | -0.026 | -0.038 |
| 1990 | -0.115 | -0.014 | -0.301 | 0.038 |
| 1989 | 0.127 | 0.014 | 0.039 | -0.092 |
| 1988 | 0.138 | 0.153 | -0.007 | -0.034 |
| 1987 | 0.208 | 0.291 | 0.025 | -0.318 |
| 1986 | 0.180 | 0.066 | 0.029 | 0.075 |
| 1985 | 0.001 | -0.023 | 0.055 | 0.026 |
| 1984 | 0.073 | -0.029 | 0.108 | 0.049 |
| 1983 | 0.125 | 0.030 | -0.014 | 0.121 |
| 1982 | 0.027 | -0.052 | 0.061 | 0.048 |
| 1981 | 0.087 | 0.056 | -0.113 | 0.067 |
| 1980 | 0.040 | 0.150 | 0.099 | 0.013 |
| 1979 | 0.169 | -0.094 | 0.060 | -0.118 |
| 1978 | -0.029 | 0.059 | 0.091 | -0.053 |
| 1977 | 0.094 | 0.044 | 0.125 | -0.021 |
| 1976 | 0.046 | -0.031 | -0.055 | 0.039 |
| 1975 | 0.605 | 0.161 | -0.011 | 0.104 |
| 1974 | -0.090 | -0.145 | -0.266 | 0.046 |
| 1973 | -0.140 | 0.009 | -0.022 | -0.153 |
| 1972 | — | — | — | — |
| 1971 | — | — | — | — |
| 1970 | — | — | — | — |
| 1969 | — | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.311 |
| 3 years | -0.053 |
| 5 years | -0.033 |
| 10 years | 0.056 |
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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.