Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 83 |
| 1 month | 0.077 | 0 | 50 |
| 3 months | -0.055 | 0 | 84 |
| 1 year | -0.051 | 0 | 99 |
| 3 years | 0.097 | 0 | 84 |
| 5 years | 0.093 | 0 | 97 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.057 | — |
| 2024 | 0.111 | — |
| 2023 | 0.207 | — |
| 2022 | -0.019 | — |
| 2021 | 0.291 | — |
| 2020 | 0.184 | — |
| 2019 | 0.019 | — |
| 2018 | -0.019 | — |
| 2017 | 0.283 | — |
| 2016 | 0.036 | — |
| 2015 | -0.005 | — |
| 2014 | 0.433 | — |
| 2013 | 0.059 | — |
| 2012 | 0.250 | — |
| 2011 | -0.198 | — |
| 2010 | 0.185 | — |
| 2009 | 0.741 | — |
| 2008 | -0.504 | — |
| 2007 | 0.624 | — |
| 2006 | 0.270 | — |
| 2005 | 0.314 | — |
| 2004 | 0.235 | — |
| 2003 | 0.804 | — |
| 2002 | 0.148 | — |
| 2001 | -0.283 | — |
| 2000 | -0.302 | — |
| 1999 | 0.518 | — |
| 1998 | -0.205 | — |
| 1997 | -0.001 | — |
| 1996 | -0.090 | — |
| 1995 | -0.398 | — |
| 1994 | 0.100 | — |
| 1993 | -0.280 | — |
| 1992 | 0.382 | — |
| 1991 | 0.115 | — |
| 1990 | 0.163 | — |
| 1989 | 0.240 | — |
| 1988 | 0.825 | — |
| 1987 | 0.228 | — |
| 1986 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.151 | — | — | — |
| 2025 | -0.019 | 0.085 | -0.027 | 0.020 |
| 2024 | 0.026 | 0.096 | 0.081 | -0.086 |
| 2023 | -0.046 | 0.115 | 0.037 | 0.095 |
| 2022 | -0.022 | -0.107 | 0.099 | 0.022 |
| 2021 | 0.058 | 0.081 | 0.119 | 0.009 |
| 2020 | -0.257 | 0.178 | 0.091 | 0.240 |
| 2019 | 0.054 | 0.003 | -0.010 | -0.026 |
| 2018 | -0.045 | 0.042 | 0.000 | -0.014 |
| 2017 | 0.118 | 0.035 | 0.023 | 0.084 |
| 2016 | -0.020 | 0.070 | 0.052 | -0.061 |
| 2015 | 0.066 | -0.038 | -0.018 | -0.011 |
| 2014 | 0.072 | 0.160 | 0.067 | 0.080 |
| 2013 | -0.041 | 0.019 | -0.013 | 0.098 |
| 2012 | 0.125 | 0.001 | 0.081 | 0.028 |
| 2011 | -0.042 | -0.006 | -0.085 | -0.079 |
| 2010 | 0.011 | 0.034 | 0.128 | 0.005 |
| 2009 | 0.023 | 0.362 | 0.191 | 0.049 |
| 2008 | -0.262 | -0.134 | -0.034 | -0.197 |
| 2007 | -0.048 | 0.162 | 0.161 | 0.263 |
| 2006 | 0.162 | -0.145 | 0.158 | 0.105 |
| 2005 | -0.038 | 0.069 | 0.194 | 0.070 |
| 2004 | -0.004 | -0.093 | 0.121 | 0.220 |
| 2003 | -0.053 | 0.162 | 0.237 | 0.326 |
| 2002 | 0.120 | -0.037 | -0.059 | 0.132 |
| 2001 | -0.077 | -0.073 | -0.224 | 0.079 |
| 2000 | -0.023 | -0.170 | -0.118 | -0.024 |
| 1999 | 0.125 | 0.180 | 0.110 | 0.029 |
| 1998 | 0.054 | -0.188 | -0.072 | 0 |
| 1997 | 0.142 | 0.062 | -0.128 | -0.055 |
| 1996 | 0.089 | 0.149 | -0.208 | -0.081 |
| 1995 | -0.144 | -0.098 | -0.147 | -0.086 |
| 1994 | 0.056 | 0.112 | 0.040 | -0.099 |
| 1993 | -0.089 | -0.047 | 0.286 | -0.355 |
| 1992 | 1.072 | -0.262 | 0.102 | -0.180 |
| 1991 | 0.113 | 0.103 | -0.119 | 0.031 |
| 1990 | 0.002 | 0.058 | 0.516 | -0.277 |
| 1989 | -0.006 | 0.456 | -0.255 | 0.150 |
| 1988 | -0.006 | 0.204 | 0.175 | 0.297 |
| 1987 | 0.081 | 0.022 | 0.115 | -0.003 |
| 1986 | 0 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | 0.097 |
| 5 years | 0.093 |
| 10 years | 0.100 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.