Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 85 |
| 1 month | -0.015 | 0 | 84 |
| 3 months | 0.030 | 0 | 68 |
| 1 year | 0.028 | 0 | 86 |
| 3 years | 0.088 | 0 | 73 |
| 5 years | 0.062 | 0 | 78 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.221 | — |
| 2022 | -0.218 | — |
| 2021 | 0.262 | — |
| 2020 | 0.094 | — |
| 2019 | 0.338 | — |
| 2018 | -0.111 | — |
| 2017 | 0.149 | — |
| 2016 | -0.025 | — |
| 2015 | 0.171 | — |
| 2014 | 0.107 | — |
| 2013 | 0.054 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.028 | -0.014 | — |
| 2024 | 0.098 | 0.009 | -0.001 | -0.034 |
| 2023 | 0.135 | 0.040 | -0.063 | 0.104 |
| 2022 | -0.139 | -0.148 | -0.014 | 0.081 |
| 2021 | 0.053 | 0.096 | 0.016 | 0.076 |
| 2020 | -0.155 | 0.156 | 0.055 | 0.062 |
| 2019 | 0.142 | 0.083 | 0.006 | 0.075 |
| 2018 | -0.023 | 0.034 | 0.016 | -0.135 |
| 2017 | 0.068 | 0.032 | 0.031 | 0.011 |
| 2016 | -0.059 | 0.002 | 0.026 | 0.008 |
| 2015 | 0.214 | -0.046 | -0.046 | 0.061 |
| 2014 | 0.030 | 0.031 | 0.000 | 0.042 |
| 2013 | 0.076 | -0.019 | -0.025 | 0.025 |
| 2012 | -0.023 | 0.008 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.088 |
| 5 years | 0.062 |
| 10 years | 0.064 |
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/mutual_funds/world/performance
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