Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 75 |
| 1 month | 0.038 | 0 | 73 |
| 3 months | 0.119 | 0 | 60 |
| 1 year | 0.363 | 0 | 1 |
| 3 years | 0.170 | 0 | 33 |
| 5 years | 0.114 | 0 | 70 |
| 10 years | 0.176 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.304 | — |
| 2024 | 0.130 | — |
| 2023 | 0.137 | — |
| 2022 | -0.003 | — |
| 2021 | 0.026 | — |
| 2020 | 0.461 | — |
| 2019 | 0.489 | — |
| 2018 | -0.075 | — |
| 2017 | 0.029 | — |
| 2016 | 0.292 | — |
| 2015 | 0.105 | — |
| 2014 | -0.018 | — |
| 2013 | 0.328 | — |
| 2012 | 0.022 | — |
| 2011 | -0.265 | — |
| 2010 | 0.159 | — |
| 2009 | 0.952 | — |
| 2008 | -0.603 | — |
| 2007 | 0.125 | — |
| 2006 | 0.439 | — |
| 2005 | 0.959 | — |
| 2004 | 0.361 | — |
| 2003 | 0.848 | — |
| 2002 | -0.351 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.199 | 0.034 | 0.070 |
| 2024 | 0.043 | 0.106 | -0.004 | -0.016 |
| 2023 | 0.086 | -0.028 | 0.030 | 0.046 |
| 2022 | 0.032 | -0.092 | -0.033 | 0.101 |
| 2021 | 0.036 | -0.028 | 0.020 | -0.002 |
| 2020 | -0.366 | 0.437 | 0.182 | 0.357 |
| 2019 | 0.088 | 0.030 | 0.061 | 0.252 |
| 2018 | -0.034 | 0.150 | 0.022 | -0.185 |
| 2017 | -0.019 | 0.002 | 0.028 | 0.018 |
| 2016 | 0.015 | 0.002 | 0.148 | 0.106 |
| 2015 | -0.026 | 0.034 | -0.115 | 0.240 |
| 2014 | 0.049 | 0.080 | -0.077 | -0.061 |
| 2013 | 0.049 | 0.052 | 0.089 | 0.106 |
| 2012 | 0.250 | -0.113 | 0.006 | -0.083 |
| 2011 | -0.009 | -0.096 | -0.230 | 0.065 |
| 2010 | 0.086 | -0.147 | 0.054 | 0.187 |
| 2009 | 0.033 | 0.435 | 0.125 | 0.170 |
| 2008 | -0.167 | 0.039 | -0.354 | -0.290 |
| 2007 | 0.053 | 0.154 | -0.044 | -0.033 |
| 2006 | 0.244 | -0.021 | -0.002 | 0.184 |
| 2005 | 0.183 | 0.208 | 0.304 | 0.052 |
| 2004 | 0.197 | -0.025 | 0.016 | 0.148 |
| 2003 | -0.057 | 0.388 | 0.143 | 0.235 |
| 2002 | 0.080 | -0.217 | -0.303 | 0.100 |
| 2001 | -0.034 | -0.246 | 0.227 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.363 |
| 3 years | 0.170 |
| 5 years | 0.114 |
| 10 years | 0.176 |
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/mutual_funds/world/performance
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