Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.124 | 0 | 52 |
| 1 month | 0.019 | 0 | 5 |
| 3 months | 0.032 | 0 | 87 |
| 1 year | 0.093 | 0 | 66 |
| 3 years | 0.106 | 0 | 77 |
| 5 years | 0.091 | 0 | 47 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.095 | — |
| 2022 | -0.063 | — |
| 2021 | 0.150 | — |
| 2020 | 0.038 | — |
| 2019 | 0.189 | — |
| 2018 | -0.055 | — |
| 2017 | 0.099 | — |
| 2016 | 0.013 | — |
| 2015 | 0.175 | — |
| 2014 | 0.114 | — |
| 2013 | 0.348 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | 0.002 | 0.067 | — |
| 2024 | 0.085 | -0.019 | 0.062 | 0.010 |
| 2023 | 0.025 | 0.021 | -0.019 | 0.066 |
| 2022 | -0.069 | -0.095 | -0.003 | 0.116 |
| 2021 | 0.037 | 0.037 | 0.014 | 0.055 |
| 2020 | -0.148 | 0.092 | 0.035 | 0.078 |
| 2019 | 0.089 | 0.018 | 0.025 | 0.046 |
| 2018 | -0.005 | 0.002 | 0.018 | -0.069 |
| 2017 | 0.043 | 0.023 | -0.013 | 0.043 |
| 2016 | -0.052 | 0.027 | 0.034 | 0.007 |
| 2015 | 0.112 | -0.025 | -0.002 | 0.087 |
| 2014 | 0.037 | -0.001 | 0.017 | 0.056 |
| 2013 | 0.113 | 0.069 | 0.031 | 0.100 |
| 2012 | 0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.106 |
| 5 years | 0.091 |
| 10 years | 0.073 |
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/mutual_funds/world/performance
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