Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 21 |
| 1 month | 0.042 | 0 | 19 |
| 3 months | 0.062 | 0 | 16 |
| 1 year | 0.185 | 0 | 17 |
| 3 years | 0.166 | 0 | 14 |
| 5 years | 0.139 | 0 | 6 |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.146 | — |
| 2024 | 0.184 | — |
| 2023 | 0.155 | — |
| 2022 | -0.067 | — |
| 2021 | 0.254 | — |
| 2020 | 0.069 | — |
| 2019 | 0.167 | — |
| 2018 | -0.062 | — |
| 2017 | 0.121 | — |
| 2016 | 0.278 | — |
| 2015 | 0.010 | — |
| 2014 | 0.080 | — |
| 2013 | 0.254 | — |
| 2012 | 0.129 | — |
| 2011 | -0.054 | — |
| 2010 | 0.109 | — |
| 2009 | 0.168 | — |
| 2008 | -0.234 | — |
| 2007 | 0.106 | — |
| 2006 | 0.063 | — |
| 2005 | 0.237 | — |
| 2004 | 0.059 | — |
| 2003 | 0.137 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | 0.038 | 0.098 | 0.045 |
| 2024 | 0.091 | 0.028 | -0.004 | 0.060 |
| 2023 | 0.037 | 0.038 | 0.012 | 0.060 |
| 2022 | 0.005 | -0.088 | 0.016 | 0.003 |
| 2021 | 0.065 | 0.069 | 0.023 | 0.076 |
| 2020 | -0.158 | 0.162 | 0.023 | 0.068 |
| 2019 | 0.081 | 0.050 | 0.029 | 0.000 |
| 2018 | -0.055 | 0.080 | 0.048 | -0.123 |
| 2017 | 0.046 | 0.005 | 0.017 | 0.049 |
| 2016 | 0.019 | 0.065 | 0.094 | 0.076 |
| 2015 | 0.069 | -0.060 | -0.077 | 0.089 |
| 2014 | -0.013 | 0.021 | 0.030 | 0.041 |
| 2013 | 0.161 | 0.028 | -0.005 | 0.056 |
| 2012 | 0.097 | -0.026 | 0.040 | 0.017 |
| 2011 | 0.018 | 0.004 | -0.147 | 0.085 |
| 2010 | 0.070 | -0.121 | 0.058 | 0.114 |
| 2009 | -0.091 | 0.040 | 0.188 | 0.039 |
| 2008 | -0.116 | -0.003 | -0.104 | -0.029 |
| 2007 | 0.030 | 0.055 | 0.014 | 0.004 |
| 2006 | 0.070 | -0.080 | 0.038 | 0.041 |
| 2005 | 0.014 | 0.045 | 0.095 | 0.066 |
| 2004 | 0.011 | -0.001 | -0.006 | 0.055 |
| 2003 | -0.071 | 0.115 | 0.044 | 0.052 |
| 2002 | 0.059 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.185 |
| 3 years | 0.166 |
| 5 years | 0.139 |
| 10 years | 0.126 |
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/mutual_funds/world/performance
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