Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | 56 |
| 1 month | 0.005 | 0 | 61 |
| 3 months | 0.013 | 0 | 67 |
| 1 year | 0.065 | 0 | 56 |
| 3 years | 0.079 | 0 | 62 |
| 5 years | 0.033 | 0 | 74 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.107 | — |
| 2022 | -0.124 | — |
| 2021 | 0.039 | — |
| 2020 | 0.045 | — |
| 2019 | 0.132 | — |
| 2018 | -0.033 | — |
| 2017 | 0.048 | — |
| 2016 | 0.136 | — |
| 2015 | -0.056 | — |
| 2014 | 0.004 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | 0.034 | 0.022 | — |
| 2024 | 0.015 | 0.012 | 0.045 | -0.001 |
| 2023 | 0.027 | 0.010 | 0.006 | 0.060 |
| 2022 | -0.045 | -0.108 | -0.006 | 0.035 |
| 2021 | 0.008 | 0.025 | 0.002 | 0.004 |
| 2020 | -0.136 | 0.092 | 0.044 | 0.061 |
| 2019 | 0.066 | 0.022 | 0.016 | 0.022 |
| 2018 | -0.018 | 0.011 | 0.020 | -0.046 |
| 2017 | 0.022 | 0.011 | 0.015 | -0.001 |
| 2016 | 0.030 | 0.042 | 0.051 | 0.007 |
| 2015 | 0.021 | -0.006 | -0.053 | -0.018 |
| 2014 | 0.024 | 0.018 | -0.027 | -0.010 |
| 2013 | -0.018 | 0.023 | 0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.061 |
| 5 years | 0.022 |
| 10 years | 0.039 |
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/mutual_funds/world/performance
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