Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 77 |
| 1 month | 0.031 | 0 | 1 |
| 3 months | 0.029 | 0 | 63 |
| 1 year | -0.039 | 0 | 81 |
| 3 years | 0.075 | 0 | 77 |
| 5 years | 0.063 | 0 | 63 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.136 | — |
| 2023 | 0.134 | — |
| 2022 | -0.173 | — |
| 2021 | 0.289 | — |
| 2020 | 0.107 | — |
| 2019 | 0.325 | — |
| 2018 | 0.009 | — |
| 2017 | 0.177 | — |
| 2016 | 0.094 | — |
| 2015 | 0.223 | — |
| 2014 | 0.316 | — |
| 2013 | 0.222 | — |
| 2012 | 0.142 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.065 | 0.013 | -0.025 | — |
| 2024 | 0.114 | 0.008 | -0.009 | 0.021 |
| 2023 | 0.073 | 0.034 | -0.025 | 0.048 |
| 2022 | -0.097 | -0.097 | -0.008 | 0.022 |
| 2021 | 0.063 | 0.102 | 0.008 | 0.091 |
| 2020 | -0.115 | 0.122 | 0.059 | 0.053 |
| 2019 | 0.202 | 0.030 | 0.025 | 0.044 |
| 2018 | -0.035 | 0.110 | 0.053 | -0.105 |
| 2017 | 0.084 | 0.021 | -0.005 | 0.070 |
| 2016 | -0.007 | 0.041 | 0.035 | 0.023 |
| 2015 | 0.135 | -0.028 | -0.022 | 0.134 |
| 2014 | 0.018 | 0.062 | 0.083 | 0.123 |
| 2013 | 0.139 | 0.012 | 0.005 | 0.054 |
| 2012 | 0.059 | 0.044 | 0.045 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.039 |
| 3 years | 0.075 |
| 5 years | 0.063 |
| 10 years | 0.096 |
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/mutual_funds/world/performance
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