Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 34 |
| 1 month | 0.050 | 0 | 23 |
| 3 months | 0.018 | 0 | 18 |
| 1 year | 0.149 | 0 | 19 |
| 3 years | 0.087 | 0 | 27 |
| 5 years | 0.043 | 0 | 25 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.069 | — |
| 2024 | 0.097 | — |
| 2023 | 0.100 | — |
| 2022 | -0.142 | — |
| 2021 | 0.162 | — |
| 2020 | 0.038 | — |
| 2019 | 0.165 | — |
| 2018 | -0.048 | — |
| 2017 | 0.044 | — |
| 2016 | 0.070 | — |
| 2015 | 0.046 | — |
| 2014 | 0.106 | — |
| 2013 | 0.113 | — |
| 2012 | 0.128 | — |
| 2011 | -0.054 | — |
| 2010 | 0.115 | — |
| 2009 | 0.236 | — |
| 2008 | -0.239 | — |
| 2007 | -0.006 | — |
| 2006 | 0.042 | — |
| 2005 | 0.152 | — |
| 2004 | 0.049 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.023 | — | — | — |
| 2025 | -0.031 | 0.028 | 0.037 | 0.035 |
| 2024 | 0.038 | 0.009 | 0.028 | 0.019 |
| 2023 | 0.026 | 0.026 | -0.007 | 0.053 |
| 2022 | -0.043 | -0.104 | -0.017 | 0.018 |
| 2021 | 0.059 | 0.036 | 0.014 | 0.044 |
| 2020 | -0.117 | 0.087 | 0.023 | 0.057 |
| 2019 | 0.079 | 0.021 | 0.034 | 0.024 |
| 2018 | -0.018 | 0.025 | 0.017 | -0.070 |
| 2017 | 0.023 | -0.007 | 0.008 | 0.019 |
| 2016 | -0.007 | 0.014 | 0.032 | 0.029 |
| 2015 | 0.090 | -0.035 | -0.053 | 0.051 |
| 2014 | 0.009 | 0.037 | 0.025 | 0.031 |
| 2013 | 0.048 | -0.016 | 0.039 | 0.038 |
| 2012 | 0.090 | -0.031 | 0.051 | 0.017 |
| 2011 | 0.001 | -0.010 | -0.094 | 0.054 |
| 2010 | 0.057 | -0.025 | 0.046 | 0.035 |
| 2009 | -0.042 | 0.126 | 0.100 | 0.042 |
| 2008 | -0.081 | -0.016 | -0.057 | -0.107 |
| 2007 | 0.008 | 0.020 | -0.004 | -0.030 |
| 2006 | 0.030 | -0.040 | 0.027 | 0.025 |
| 2005 | 0.025 | 0.053 | 0.044 | 0.022 |
| 2004 | 0.042 | -0.005 | -0.006 | 0.018 |
| 2003 | 0.028 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.149 |
| 3 years | 0.087 |
| 5 years | 0.043 |
| 10 years | 0.055 |
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/mutual_funds/world/performance
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