Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 43 |
| 1 month | 0 | 0 | 30 |
| 3 months | 0 | 0 | 39 |
| 1 year | 0 | 0 | 35 |
| 3 years | 0 | 0 | 45 |
| 5 years | 0 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.194 | — |
| 2021 | 0.264 | — |
| 2020 | 0.225 | — |
| 2019 | 0.361 | — |
| 2018 | -0.176 | — |
| 2017 | 0.100 | — |
| 2016 | 0.091 | — |
| 2015 | 0.187 | — |
| 2014 | 0.098 | — |
| 2013 | 0.269 | — |
| 2012 | 0.106 | — |
| 2011 | -0.104 | — |
| 2010 | 0.183 | — |
| 2009 | 0.370 | — |
| 2008 | -0.378 | — |
| 2007 | 0.032 | — |
| 2006 | 0.288 | — |
| 2005 | 0.273 | — |
| 2004 | 0.093 | — |
| 2003 | 0.032 | — |
| 2002 | -0.441 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.058 | 0.021 | -0.063 | — |
| 2022 | -0.108 | -0.110 | -0.029 | 0.046 |
| 2021 | 0.052 | 0.093 | 0.020 | 0.078 |
| 2020 | -0.218 | 0.188 | 0.107 | 0.191 |
| 2019 | 0.148 | 0.055 | 0.025 | 0.097 |
| 2018 | -0.066 | 0.033 | -0.006 | -0.140 |
| 2017 | 0.032 | 0.009 | 0.024 | 0.032 |
| 2016 | -0.026 | 0.034 | 0.063 | 0.019 |
| 2015 | 0.160 | 0.007 | -0.099 | 0.128 |
| 2014 | 0.031 | 0.046 | -0.016 | 0.035 |
| 2013 | 0.122 | -0.015 | 0.090 | 0.053 |
| 2012 | 0.089 | -0.023 | 0.038 | 0.002 |
| 2011 | -0.025 | -0.042 | -0.086 | 0.050 |
| 2010 | 0.026 | 0.017 | -0.015 | 0.151 |
| 2009 | -0.056 | 0.219 | 0.128 | 0.056 |
| 2008 | -0.131 | 0 | -0.089 | -0.214 |
| 2007 | 0.032 | 0.091 | -0.065 | -0.020 |
| 2006 | 0.191 | -0.066 | 0.034 | 0.121 |
| 2005 | 0.030 | 0.131 | 0.093 | 0 |
| 2004 | 0.027 | 0.054 | -0.019 | 0.029 |
| 2003 | -0.161 | 0.122 | 0.063 | 0.032 |
| 2002 | 0.054 | -0.231 | -0.278 | -0.046 |
| 2001 | 0.074 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | 0.043 |
| 5 years | 0.093 |
| 10 years | 0.082 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.