Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0 | 78 |
| 1 month | 0.023 | 0 | 6 |
| 3 months | 0.034 | 0 | 80 |
| 1 year | 0.082 | 0 | 77 |
| 3 years | 0.099 | 0 | 88 |
| 5 years | 0.081 | 0 | 74 |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.040 | — |
| 2022 | -0.036 | — |
| 2021 | 0.147 | — |
| 2020 | -0.108 | — |
| 2019 | 0.124 | — |
| 2018 | -0.012 | — |
| 2017 | 0.082 | — |
| 2016 | 0.056 | — |
| 2015 | 0.129 | — |
| 2014 | 0.143 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | -0.002 | 0.026 | — |
| 2024 | 0.066 | 0.006 | 0.089 | 0.003 |
| 2023 | 0.026 | 0.001 | -0.028 | 0.041 |
| 2022 | -0.021 | -0.054 | -0.032 | 0.075 |
| 2021 | 0.011 | 0.036 | 0.021 | 0.073 |
| 2020 | -0.164 | 0.028 | 0.024 | 0.014 |
| 2019 | 0.073 | 0.020 | 0.016 | 0.011 |
| 2018 | -0.003 | 0.012 | 0.029 | -0.049 |
| 2017 | 0.041 | -0.009 | -0.008 | 0.058 |
| 2016 | -0.007 | 0.022 | 0.029 | 0.012 |
| 2015 | 0.108 | -0.033 | -0.011 | 0.065 |
| 2014 | 0.051 | 0.020 | 0.017 | 0.048 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.099 |
| 5 years | 0.081 |
| 10 years | 0.054 |
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/mutual_funds/world/performance
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