Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | — |
| 1 month | 0.054 | 0 | — |
| 3 months | 0.099 | 0 | — |
| 1 year | 0.396 | 0 | — |
| 3 years | 0.203 | 0 | — |
| 5 years | 0.133 | 0 | — |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.306 | — |
| 2024 | 0.174 | — |
| 2023 | 0.128 | — |
| 2022 | -0.144 | — |
| 2021 | 0.277 | — |
| 2020 | 0.022 | — |
| 2019 | 0.236 | — |
| 2018 | -0.081 | — |
| 2017 | 0.145 | — |
| 2016 | 0.144 | — |
| 2015 | 0.042 | — |
| 2014 | 0.118 | — |
| 2013 | 0.307 | — |
| 2012 | 0.116 | — |
| 2011 | -0.029 | — |
| 2010 | 0.177 | — |
| 2009 | 0.283 | — |
| 2008 | -0.299 | — |
| 2007 | -0.053 | — |
| 2006 | 0.224 | — |
| 2005 | 0.270 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.095 | 0.112 | 0.080 |
| 2024 | 0.050 | 0.006 | 0.097 | 0.013 |
| 2023 | 0.041 | 0.029 | -0.022 | 0.077 |
| 2022 | -0.040 | -0.141 | -0.033 | 0.072 |
| 2021 | 0.130 | 0.059 | -0.001 | 0.068 |
| 2020 | -0.283 | 0.137 | 0.049 | 0.195 |
| 2019 | 0.123 | 0.023 | 0.032 | 0.043 |
| 2018 | 0.001 | 0.052 | 0.008 | -0.135 |
| 2017 | 0.046 | 0.023 | 0.023 | 0.046 |
| 2016 | -0.017 | 0.014 | 0.069 | 0.074 |
| 2015 | 0.056 | 0.001 | -0.045 | 0.032 |
| 2014 | 0.049 | 0.033 | 0.001 | 0.030 |
| 2013 | 0.096 | 0.020 | 0.060 | 0.103 |
| 2012 | 0.085 | -0.035 | 0.030 | 0.035 |
| 2011 | 0.071 | -0.010 | -0.132 | 0.054 |
| 2010 | 0.058 | -0.045 | 0.095 | 0.064 |
| 2009 | -0.069 | 0.173 | 0.144 | 0.027 |
| 2008 | -0.078 | -0.006 | -0.074 | -0.174 |
| 2007 | 0.048 | 0.022 | -0.050 | -0.070 |
| 2006 | 0.067 | -0.019 | 0.078 | 0.085 |
| 2005 | 0.065 | 0.065 | 0.087 | 0.030 |
| 2004 | 0.002 | 0.093 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.396 |
| 3 years | 0.203 |
| 5 years | 0.133 |
| 10 years | 0.126 |
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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.