Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 82 |
| 1 month | 0.024 | 0 | 76 |
| 3 months | -0.081 | 0 | 81 |
| 1 year | -0.062 | 0 | 93 |
| 3 years | 0.061 | 0 | 60 |
| 5 years | 0.083 | 0 | 35 |
| 10 years | 0.105 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.121 | — |
| 2024 | 0.189 | — |
| 2023 | 0.207 | — |
| 2022 | 0.051 | — |
| 2021 | 0.229 | — |
| 2020 | 0.064 | — |
| 2019 | 0.009 | — |
| 2018 | -0.029 | — |
| 2017 | 0.279 | — |
| 2016 | 0.212 | — |
| 2015 | 0.111 | — |
| 2014 | 0.547 | — |
| 2013 | 0.053 | — |
| 2012 | 0.242 | — |
| 2011 | -0.217 | — |
| 2010 | 0.348 | — |
| 2009 | 0.760 | — |
| 2008 | -0.404 | — |
| 2007 | 0.587 | — |
| 2006 | 0.191 | — |
| 2005 | 0.621 | — |
| 2004 | 0.231 | — |
| 2003 | 0.562 | — |
| 2002 | -0.108 | — |
| 2001 | -0.251 | — |
| 2000 | -0.400 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.080 | 0.001 | -0.052 | 0.006 |
| 2024 | 0.043 | 0.122 | 0.046 | -0.029 |
| 2023 | -0.036 | 0.088 | 0.067 | 0.078 |
| 2022 | -0.035 | 0.000 | 0.179 | -0.077 |
| 2021 | 0.062 | 0.049 | 0.124 | -0.018 |
| 2020 | -0.261 | 0.189 | 0.061 | 0.141 |
| 2019 | 0.002 | 0.033 | 0.008 | -0.033 |
| 2018 | -0.079 | 0.062 | -0.080 | 0.078 |
| 2017 | 0.149 | -0.002 | 0.017 | 0.096 |
| 2016 | -0.013 | 0.164 | 0.066 | -0.012 |
| 2015 | 0.141 | -0.079 | 0.024 | 0.034 |
| 2014 | 0.062 | 0.114 | 0.203 | 0.087 |
| 2013 | 0.055 | -0.021 | -0.066 | 0.091 |
| 2012 | 0.145 | -0.075 | 0.158 | 0.013 |
| 2011 | -0.055 | 0.045 | -0.107 | -0.112 |
| 2010 | 0.130 | 0.031 | 0.132 | 0.023 |
| 2009 | -0.001 | 0.297 | 0.255 | 0.082 |
| 2008 | -0.233 | -0.173 | 0.038 | -0.095 |
| 2007 | -0.038 | 0.174 | 0.113 | 0.262 |
| 2006 | 0.217 | -0.223 | 0.134 | 0.112 |
| 2005 | 0.008 | 0.167 | 0.228 | 0.123 |
| 2004 | -0.036 | -0.133 | 0.156 | 0.274 |
| 2003 | -0.079 | 0.136 | 0.258 | 0.186 |
| 2002 | 0.076 | -0.134 | -0.095 | 0.057 |
| 2001 | -0.105 | -0.069 | -0.226 | 0.161 |
| 2000 | 0.018 | -0.252 | -0.128 | -0.096 |
| 1999 | 0.356 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | 0.061 |
| 5 years | 0.083 |
| 10 years | 0.105 |
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/mutual_funds/world/performance
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