Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0.170 | 51 |
| 1 month | 0.033 | 0.000 | 59 |
| 3 months | 0.092 | 0.055 | 20 |
| 1 year | 0.267 | 0.504 | 8 |
| 3 years | 0.226 | 0.132 | 5 |
| 5 years | 0.119 | 0.138 | 11 |
| 10 years | 0.139 | 0.114 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.240 | — |
| 2024 | 0.169 | — |
| 2023 | 0.298 | — |
| 2022 | -0.218 | — |
| 2021 | 0.295 | — |
| 2020 | 0.296 | 0.124 |
| 2019 | 0.230 | 0.262 |
| 2018 | -0.342 | -0.112 |
| 2017 | 0.138 | 0.159 |
| 2016 | 0.398 | 0.141 |
| 2015 | -0.115 | -0.048 |
| 2014 | 0.073 | 0.078 |
| 2013 | 0.572 | 0.341 |
| 2012 | 0.161 | 0.162 |
| 2011 | -0.134 | -0.038 |
| 2010 | 0.211 | 0.225 |
| 2009 | 0.363 | 0.374 |
| 2008 | -0.495 | -0.392 |
| 2007 | 0.085 | 0.049 |
| 2006 | 0.178 | 0.140 |
| 2005 | 0.173 | 0.093 |
| 2004 | 0.245 | 0.163 |
| 2003 | 0.802 | 0.363 |
| 2002 | -0.263 | -0.165 |
| 2001 | 0.112 | -0.031 |
| 2000 | -0.290 | 0.064 |
| 1999 | 0.076 | 0.209 |
| 1998 | 0.225 | 0.104 |
| 1997 | 0.317 | 0.259 |
| 1996 | 0.275 | 0.192 |
| 1995 | 0.255 | 0.302 |
| 1994 | 0.010 | -0.016 |
| 1993 | 0.062 | 0.144 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.014 | — | — | — |
| 2025 | -0.068 | 0.175 | 0.114 | 0.017 |
| 2024 | 0.107 | -0.046 | 0.037 | 0.067 |
| 2023 | 0.076 | 0.062 | 0.007 | 0.129 |
| 2022 | -0.039 | -0.282 | 0.001 | 0.131 |
| 2021 | 0.212 | 0.091 | -0.057 | 0.039 |
| 2020 | -0.443 | 0.543 | 0.162 | 0.296 |
| 2019 | 0.271 | -0.023 | -0.049 | 0.042 |
| 2018 | -0.022 | 0.009 | -0.015 | -0.323 |
| 2017 | -0.005 | -0.029 | 0.053 | 0.118 |
| 2016 | 0.064 | 0.043 | 0.141 | 0.103 |
| 2015 | 0.020 | -0.023 | -0.095 | -0.018 |
| 2014 | 0.057 | 0.058 | 0.007 | -0.047 |
| 2013 | 0.178 | 0.094 | 0.103 | 0.106 |
| 2012 | 0.107 | -0.043 | 0.062 | 0.030 |
| 2011 | 0.042 | -0.007 | -0.229 | 0.086 |
| 2010 | 0.071 | -0.121 | 0.116 | 0.152 |
| 2009 | -0.179 | 0.228 | 0.293 | 0.045 |
| 2008 | -0.103 | 0.072 | -0.225 | -0.322 |
| 2007 | 0.040 | 0.084 | 0.012 | -0.049 |
| 2006 | 0.120 | -0.030 | -0.014 | 0.101 |
| 2005 | -0.001 | 0.034 | 0.104 | 0.028 |
| 2004 | 0.068 | -0.005 | -0.017 | 0.192 |
| 2003 | -0.063 | 0.451 | 0.143 | 0.160 |
| 2002 | 0.006 | -0.135 | -0.193 | 0.050 |
| 2001 | -0.104 | 0.216 | -0.215 | 0.300 |
| 2000 | 0.141 | -0.190 | 0.016 | -0.244 |
| 1999 | 0.076 | 0.022 | -0.152 | 0.154 |
| 1998 | 0.088 | 0.011 | -0.172 | 0.345 |
| 1997 | 0.015 | 0.129 | 0.207 | -0.047 |
| 1996 | 0.133 | 0.064 | 0.004 | 0.053 |
| 1995 | 0.074 | 0.069 | 0.132 | -0.034 |
| 1994 | -0.013 | -0.068 | 0.070 | 0.026 |
| 1993 | 0.049 | -0.022 | 0.033 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.267 |
| 3 years | 0.226 |
| 5 years | 0.119 |
| 10 years | 0.139 |
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/mutual_funds/world/performance
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