Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | — |
| 1 month | 0.017 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.029 | 0 | — |
| 3 years | 0.054 | 0 | — |
| 5 years | 0.013 | 0 | — |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.029 | — |
| 2024 | 0.049 | — |
| 2023 | 0.072 | — |
| 2022 | -0.114 | — |
| 2021 | -0.020 | — |
| 2020 | 0.095 | — |
| 2019 | 0.079 | — |
| 2018 | 0.013 | — |
| 2017 | 0.031 | — |
| 2016 | 0.023 | — |
| 2015 | 0.030 | — |
| 2014 | 0.087 | — |
| 2013 | -0.005 | — |
| 2012 | 0.050 | — |
| 2011 | 0.090 | — |
| 2010 | 0.081 | — |
| 2009 | 0.090 | — |
| 2008 | 0.020 | — |
| 2007 | 0.035 | — |
| 2006 | 0.044 | — |
| 2005 | 0.066 | — |
| 2004 | 0.069 | — |
| 2003 | 0.080 | — |
| 2002 | 0.089 | — |
| 2001 | 0.075 | — |
| 2000 | 0.106 | — |
| 1999 | -0.016 | — |
| 1998 | 0.094 | — |
| 1997 | 0.116 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | -0.005 | 0.017 | -0.003 |
| 2024 | -0.009 | 0.010 | 0.047 | 0.001 |
| 2023 | 0.033 | -0.005 | -0.038 | 0.084 |
| 2022 | -0.068 | -0.057 | 0.007 | 0.002 |
| 2021 | -0.048 | 0.019 | -0.004 | 0.015 |
| 2020 | 0.011 | 0.065 | 0.008 | 0.009 |
| 2019 | 0.040 | 0.026 | 0.014 | -0.003 |
| 2018 | 0.001 | 0.005 | -0.008 | 0.016 |
| 2017 | 0.017 | 0.011 | -0.018 | 0.021 |
| 2016 | 0.014 | 0.028 | 0.015 | -0.032 |
| 2015 | 0.039 | -0.017 | 0.001 | 0.008 |
| 2014 | 0.030 | 0.021 | 0.010 | 0.024 |
| 2013 | 0.011 | -0.023 | 0.002 | 0.005 |
| 2012 | 0.005 | 0.022 | 0.016 | 0.007 |
| 2011 | 0.001 | 0.024 | 0.042 | 0.020 |
| 2010 | 0.022 | 0.028 | 0.031 | -0.003 |
| 2009 | 0.009 | 0.038 | 0.040 | 0.001 |
| 2008 | 0.024 | -0.005 | -0.009 | 0.009 |
| 2007 | 0.013 | -0.015 | 0.017 | 0.019 |
| 2006 | -0.003 | -0.008 | 0.047 | 0.009 |
| 2005 | 0.010 | 0.042 | 0.004 | 0.008 |
| 2004 | 0.028 | -0.018 | 0.029 | 0.029 |
| 2003 | -0.007 | 0.052 | 0.027 | 0.007 |
| 2002 | -0.011 | 0.030 | 0.046 | 0.022 |
| 2001 | 0.014 | -0.007 | 0.044 | 0.022 |
| 2000 | 0.034 | 0.018 | 0.020 | 0.030 |
| 1999 | 0.004 | -0.007 | -0.001 | -0.013 |
| 1998 | 0.024 | 0.020 | 0.029 | 0.018 |
| 1997 | -0.003 | 0.046 | 0.045 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.054 |
| 5 years | 0.013 |
| 10 years | 0.026 |
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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.