Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.101 | 0 | 12 |
| 1 month | -0.004 | 0 | 92 |
| 3 months | 0.032 | 0 | 50 |
| 1 year | 0.088 | 0 | 13 |
| 3 years | 0.075 | 0 | 13 |
| 5 years | 0.043 | 0 | 8 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.062 | — |
| 2022 | -0.076 | — |
| 2021 | 0.058 | — |
| 2020 | 0.009 | — |
| 2019 | 0.132 | — |
| 2018 | -0.087 | — |
| 2017 | 0.114 | — |
| 2016 | 0.083 | — |
| 2015 | -0.014 | — |
| 2014 | 0.027 | — |
| 2013 | 0.041 | — |
| 2012 | 0.146 | — |
| 2011 | 0.007 | — |
| 2010 | 0.100 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | 0.028 | 0.041 | — |
| 2024 | 0.034 | 0.011 | 0.026 | -0.007 |
| 2023 | 0.016 | 0.001 | 0.001 | 0.044 |
| 2022 | -0.026 | -0.060 | -0.024 | 0.034 |
| 2021 | 0.018 | 0.035 | -0.004 | 0.008 |
| 2020 | -0.170 | 0.122 | 0.007 | 0.076 |
| 2019 | 0.058 | 0.034 | 0.017 | 0.018 |
| 2018 | -0.018 | -0.006 | 0.006 | -0.070 |
| 2017 | 0.050 | 0.021 | 0.019 | 0.021 |
| 2016 | 0.012 | 0.022 | 0.047 | 0.000 |
| 2015 | 0.025 | -0.011 | -0.038 | 0.010 |
| 2014 | 0.017 | 0.025 | -0.011 | -0.004 |
| 2013 | 0.024 | -0.032 | 0.035 | 0.015 |
| 2012 | 0.055 | -0.001 | 0.049 | 0.036 |
| 2011 | 0.013 | 0.006 | -0.046 | 0.035 |
| 2010 | 0.045 | -0.009 | 0.053 | 0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.068 |
| 5 years | 0.039 |
| 10 years | 0.040 |
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/mutual_funds/world/performance
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