Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | — |
| 1 month | 0.013 | 0 | — |
| 3 months | 0.008 | 0 | — |
| 1 year | 0.024 | 0 | — |
| 3 years | 0.068 | 0 | — |
| 5 years | 0.050 | 0 | — |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.116 | — |
| 2022 | -0.179 | — |
| 2021 | 0.188 | — |
| 2020 | 0.048 | — |
| 2019 | 0.164 | — |
| 2018 | -0.189 | — |
| 2017 | 0.160 | — |
| 2016 | 0.018 | — |
| 2015 | -0.030 | — |
| 2014 | 0.028 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.054 | 0.026 | — |
| 2024 | 0.071 | -0.011 | 0.056 | -0.068 |
| 2023 | 0.036 | 0.025 | -0.034 | 0.089 |
| 2022 | -0.062 | -0.140 | -0.085 | 0.113 |
| 2021 | 0.072 | 0.057 | -0.024 | 0.073 |
| 2020 | -0.250 | 0.161 | 0.060 | 0.135 |
| 2019 | 0.095 | 0.008 | -0.012 | 0.067 |
| 2018 | -0.037 | -0.015 | 0.015 | -0.157 |
| 2017 | 0.053 | 0.021 | 0.035 | 0.042 |
| 2016 | -0.011 | -0.012 | 0.046 | -0.003 |
| 2015 | 0.002 | -0.001 | -0.073 | 0.046 |
| 2014 | 0.011 | 0.048 | -0.040 | 0.010 |
| 2013 | 0.048 | 0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | 0.050 |
| 5 years | 0.039 |
| 10 years | 0.030 |
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/mutual_funds/world/performance
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