Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 47 |
| 1 month | 0.011 | 0 | 41 |
| 3 months | 0.041 | 0 | 79 |
| 1 year | 0.042 | 0 | 54 |
| 3 years | 0.118 | 0 | 97 |
| 5 years | 0.162 | 0 | 84 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.239 | — |
| 2022 | 0.044 | — |
| 2021 | 0.318 | — |
| 2020 | 0.102 | — |
| 2019 | 0.066 | — |
| 2018 | -0.110 | — |
| 2017 | 0.393 | — |
| 2016 | 0.071 | — |
| 2015 | 0.032 | — |
| 2014 | 0.460 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | 0.087 | -0.025 | — |
| 2024 | 0.022 | 0.084 | 0.063 | -0.065 |
| 2023 | -0.038 | 0.124 | 0.042 | 0.100 |
| 2022 | -0.009 | -0.081 | 0.115 | 0.029 |
| 2021 | 0.079 | 0.115 | 0.084 | 0.010 |
| 2020 | -0.302 | 0.178 | 0.108 | 0.210 |
| 2019 | 0.055 | 0.009 | -0.035 | 0.038 |
| 2018 | -0.081 | 0.009 | -0.051 | 0.012 |
| 2017 | 0.154 | 0.072 | 0.022 | 0.101 |
| 2016 | -0.046 | 0.113 | 0.081 | -0.067 |
| 2015 | 0.037 | 0.002 | -0.032 | 0.027 |
| 2014 | 0.056 | 0.189 | 0.070 | 0.087 |
| 2013 | 0.005 | -0.037 | 0.125 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.118 |
| 5 years | 0.162 |
| 10 years | 0.119 |
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/mutual_funds/world/performance
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