Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0 | 73 |
| 1 month | 0.060 | 0 | 83 |
| 3 months | 0.125 | 0 | 73 |
| 1 year | 0.334 | 0 | 62 |
| 3 years | 0.088 | 0 | 78 |
| 5 years | 0.024 | 0 | 87 |
| 10 years | 0.090 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.156 | — |
| 2024 | 0.080 | — |
| 2023 | -0.081 | — |
| 2022 | -0.094 | — |
| 2021 | -0.022 | — |
| 2020 | 0.241 | — |
| 2019 | 0.149 | — |
| 2018 | -0.057 | — |
| 2017 | 0.212 | — |
| 2016 | 0.247 | — |
| 2015 | -0.104 | — |
| 2014 | 0.086 | — |
| 2013 | -0.051 | — |
| 2012 | 0.188 | — |
| 2011 | -0.147 | — |
| 2010 | 0.315 | — |
| 2009 | 0.525 | — |
| 2008 | -0.257 | — |
| 2007 | 0.269 | — |
| 2006 | 0.124 | — |
| 2005 | 0.393 | — |
| 2004 | 0.077 | — |
| 2003 | 0.454 | — |
| 2002 | -0.059 | — |
| 2001 | 0.004 | — |
| 2000 | -0.109 | — |
| 1999 | 0.600 | — |
| 1998 | -0.037 | — |
| 1997 | -0.382 | — |
| 1996 | 0.026 | — |
| 1995 | 0.091 | — |
| 1994 | -0.153 | — |
| 1993 | 0.843 | — |
| 1992 | 0.548 | — |
| 1991 | 0.182 | — |
| 1990 | -0.419 | — |
| 1989 | 1.190 | — |
| 1988 | 0.799 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | 0.056 | 0.117 | 0.044 |
| 2024 | 0.017 | 0.043 | 0.035 | -0.016 |
| 2023 | -0.004 | -0.065 | -0.037 | 0.024 |
| 2022 | -0.060 | -0.039 | -0.027 | 0.032 |
| 2021 | -0.001 | 0.028 | -0.033 | -0.015 |
| 2020 | -0.148 | 0.192 | 0.045 | 0.169 |
| 2019 | 0.072 | 0.068 | -0.013 | 0.018 |
| 2018 | -0.029 | 0.018 | -0.012 | -0.034 |
| 2017 | 0.124 | 0.030 | -0.009 | 0.057 |
| 2016 | 0.029 | 0.107 | 0.104 | -0.008 |
| 2015 | 0.080 | -0.076 | -0.135 | 0.038 |
| 2014 | 0.016 | 0.025 | 0.039 | 0.003 |
| 2013 | 0.081 | -0.058 | -0.039 | -0.030 |
| 2012 | 0.110 | -0.022 | 0.048 | 0.044 |
| 2011 | -0.055 | 0.018 | -0.137 | 0.029 |
| 2010 | 0.099 | -0.010 | 0.111 | 0.088 |
| 2009 | -0.037 | 0.206 | 0.234 | 0.063 |
| 2008 | -0.084 | -0.047 | -0.101 | -0.053 |
| 2007 | 0.028 | 0.081 | 0.083 | 0.054 |
| 2006 | 0.087 | -0.097 | 0.063 | 0.077 |
| 2005 | 0.035 | 0.096 | 0.137 | 0.081 |
| 2004 | 0.020 | -0.054 | 0.062 | 0.050 |
| 2003 | -0.032 | 0.169 | 0.148 | 0.119 |
| 2002 | 0.184 | -0.081 | -0.124 | -0.013 |
| 2001 | -0.005 | 0.038 | -0.189 | 0.199 |
| 2000 | -0.019 | 0.012 | -0.060 | -0.045 |
| 1999 | 0.073 | 0.317 | -0.103 | 0.261 |
| 1998 | 0.090 | -0.237 | -0.139 | 0.345 |
| 1997 | 0.040 | 0.014 | -0.128 | -0.329 |
| 1996 | 0.117 | 0.006 | 0.001 | -0.088 |
| 1995 | -0.043 | 0.097 | 0.020 | 0.019 |
| 1994 | -0.168 | -0.001 | 0.093 | -0.068 |
| 1993 | 0.121 | 0.060 | 0.104 | 0.404 |
| 1992 | 0.213 | -0.016 | 0.057 | 0.227 |
| 1991 | 0.317 | 0.058 | -0.134 | -0.020 |
| 1990 | -0.046 | 0.010 | -0.378 | -0.029 |
| 1989 | 0.232 | 0.261 | 0.222 | 0.154 |
| 1988 | 0.357 | 0.276 | 0.044 | -0.005 |
| 1987 | 0.307 | -0.554 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.334 |
| 3 years | 0.088 |
| 5 years | 0.024 |
| 10 years | 0.090 |
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/mutual_funds/world/performance
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