Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 39 |
| 1 month | 0.001 | 0 | 69 |
| 3 months | 0.014 | 0 | 61 |
| 1 year | 0.037 | 0 | 37 |
| 3 years | 0.041 | 0 | 57 |
| 5 years | -0.020 | 0 | 91 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.016 | — |
| 2023 | 0.061 | — |
| 2022 | -0.182 | — |
| 2021 | -0.023 | — |
| 2020 | 0.056 | — |
| 2019 | 0.082 | — |
| 2018 | -0.006 | — |
| 2017 | 0.008 | — |
| 2016 | 0.047 | — |
| 2015 | 0.005 | — |
| 2014 | 0.128 | — |
| 2013 | 0.022 | — |
| 2012 | 0.121 | — |
| 2011 | 0.016 | — |
| 2010 | 0.023 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.010 | 0.018 | — |
| 2024 | -0.003 | -0.001 | 0.039 | -0.018 |
| 2023 | 0.026 | -0.007 | -0.021 | 0.064 |
| 2022 | -0.076 | -0.090 | -0.051 | 0.025 |
| 2021 | -0.039 | 0.026 | -0.003 | -0.006 |
| 2020 | -0.058 | 0.077 | 0.014 | 0.026 |
| 2019 | 0.032 | 0.035 | 0.025 | -0.012 |
| 2018 | 0.011 | -0.013 | 0 | -0.004 |
| 2017 | -0.009 | 0.006 | 0.007 | 0.003 |
| 2016 | 0.032 | 0.016 | 0.024 | -0.025 |
| 2015 | 0.038 | -0.052 | 0.011 | 0.011 |
| 2014 | 0.039 | 0.032 | 0.027 | 0.024 |
| 2013 | 0.007 | -0.007 | 0.012 | 0.011 |
| 2012 | 0.037 | 0.006 | 0.044 | 0.029 |
| 2011 | -0.010 | 0.010 | 0.022 | -0.005 |
| 2010 | 0.029 | 0.003 | 0.024 | -0.032 |
| 2009 | 0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.041 |
| 5 years | -0.020 |
| 10 years | 0.007 |
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/mutual_funds/world/performance
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