Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.155 | 0 | 39 |
| 1 month | -0.004 | 0 | 34 |
| 3 months | 0.028 | 0 | 56 |
| 1 year | 0.128 | 0 | 39 |
| 3 years | 0.146 | 0 | 53 |
| 5 years | 0.067 | 0 | 51 |
| 10 years | 0.113 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.174 | — |
| 2022 | -0.232 | — |
| 2021 | 0.127 | — |
| 2020 | 0.283 | — |
| 2019 | 0.404 | — |
| 2018 | -0.036 | — |
| 2017 | 0.283 | — |
| 2016 | -0.008 | — |
| 2015 | -0.012 | — |
| 2014 | 0.044 | — |
| 2013 | 0.324 | — |
| 2012 | 0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.151 | 0.016 | — |
| 2024 | 0.091 | 0.028 | 0.033 | -0.020 |
| 2023 | 0.091 | 0.040 | -0.063 | 0.104 |
| 2022 | -0.039 | -0.200 | -0.055 | 0.058 |
| 2021 | 0.038 | 0.076 | -0.011 | 0.021 |
| 2020 | -0.162 | 0.208 | 0.107 | 0.146 |
| 2019 | 0.192 | 0.081 | -0.004 | 0.094 |
| 2018 | 0.008 | 0.071 | 0.020 | -0.124 |
| 2017 | 0.092 | 0.066 | 0.053 | 0.047 |
| 2016 | -0.049 | -0.008 | 0.072 | -0.019 |
| 2015 | 0.026 | -0.005 | -0.079 | 0.051 |
| 2014 | -0.005 | 0.038 | -0.019 | 0.031 |
| 2013 | 0.104 | 0.017 | 0.078 | 0.094 |
| 2012 | 0.169 | -0.057 | 0.064 | -0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.127 |
| 5 years | 0.056 |
| 10 years | 0.107 |
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/mutual_funds/world/performance
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