Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | — |
| 1 month | -0.006 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.044 | 0 | — |
| 3 years | 0.054 | 0 | — |
| 5 years | 0.031 | 0 | — |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.065 | — |
| 2022 | -0.073 | — |
| 2021 | 0.043 | — |
| 2020 | 0.003 | — |
| 2019 | 0.095 | — |
| 2018 | -0.080 | — |
| 2017 | 0.050 | — |
| 2016 | -0.056 | — |
| 2015 | -0.012 | — |
| 2014 | 0.066 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | 0.032 | 0.037 | — |
| 2024 | 0.036 | 0.003 | 0.026 | -0.008 |
| 2023 | 0.004 | 0.029 | -0.008 | 0.039 |
| 2022 | -0.053 | 0.028 | -0.013 | -0.036 |
| 2021 | 0.001 | 0.015 | -0.009 | 0.036 |
| 2020 | -0.079 | 0.041 | 0.008 | 0.038 |
| 2019 | 0.040 | 0.017 | 0.021 | 0.013 |
| 2018 | -0.017 | -0.016 | -0.006 | -0.043 |
| 2017 | 0.025 | 0 | 0.005 | 0.020 |
| 2016 | -0.048 | -0.003 | 0.017 | -0.021 |
| 2015 | 0.031 | -0.018 | -0.040 | 0.016 |
| 2014 | 0.007 | 0.026 | 0.009 | 0.023 |
| 2013 | -0.012 | 0.010 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.054 |
| 5 years | 0.031 |
| 10 years | 0.014 |
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/mutual_funds/world/performance
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