Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.170 | 0 | 70 |
| 1 month | 0.014 | 0 | 43 |
| 3 months | 0.033 | 0 | 58 |
| 1 year | 0.142 | 0 | 78 |
| 3 years | 0.091 | 0 | 63 |
| 5 years | 0.016 | 0 | 60 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.045 | — |
| 2023 | 0.138 | — |
| 2022 | -0.098 | — |
| 2021 | -0.091 | — |
| 2020 | 0.011 | — |
| 2019 | 0.126 | — |
| 2018 | -0.093 | — |
| 2017 | 0.152 | — |
| 2016 | 0.090 | — |
| 2015 | -0.169 | — |
| 2014 | -0.069 | — |
| 2013 | -0.090 | — |
| 2012 | 0.221 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | 0.079 | 0.025 | — |
| 2024 | -0.028 | -0.019 | 0.087 | -0.079 |
| 2023 | 0.053 | 0.030 | -0.031 | 0.083 |
| 2022 | -0.060 | -0.089 | -0.039 | 0.096 |
| 2021 | -0.076 | 0.034 | -0.033 | -0.016 |
| 2020 | -0.169 | 0.103 | 0.002 | 0.101 |
| 2019 | 0.030 | 0.051 | -0.014 | 0.054 |
| 2018 | 0.048 | -0.116 | -0.034 | 0.014 |
| 2017 | 0.069 | 0.038 | 0.033 | 0.005 |
| 2016 | 0.109 | 0.025 | 0.027 | -0.067 |
| 2015 | -0.042 | -0.017 | -0.109 | -0.010 |
| 2014 | 0.020 | 0.029 | -0.057 | -0.058 |
| 2013 | -0.002 | -0.070 | -0.006 | -0.014 |
| 2012 | 0.078 | 0.002 | 0.067 | 0.060 |
| 2011 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.091 |
| 5 years | 0.016 |
| 10 years | 0.028 |
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/mutual_funds/world/performance
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