Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 61 |
| 1 month | -0.004 | 0 | 78 |
| 3 months | 0.057 | 0 | 7 |
| 1 year | 0.017 | 0 | 80 |
| 3 years | -0.006 | 0 | 95 |
| 5 years | 0.010 | 0 | 82 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.022 | — |
| 2023 | -0.028 | — |
| 2022 | -0.041 | — |
| 2021 | 0.108 | — |
| 2020 | 0.080 | — |
| 2019 | 0.075 | — |
| 2018 | -0.036 | — |
| 2017 | 0.073 | — |
| 2016 | 0.091 | — |
| 2015 | 0.070 | — |
| 2014 | 0.036 | — |
| 2013 | -0.016 | — |
| 2012 | 0.083 | — |
| 2011 | -0.037 | — |
| 2010 | -0.058 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | 0.000 | 0.025 | — |
| 2024 | 0.013 | -0.056 | 0.041 | -0.017 |
| 2023 | 0.007 | -0.025 | 0.008 | -0.018 |
| 2022 | -0.038 | -0.045 | 0.002 | 0.042 |
| 2021 | 0.016 | 0.032 | 0.023 | 0.032 |
| 2020 | 0.019 | 0.021 | 0.022 | 0.015 |
| 2019 | 0.054 | -0.001 | 0.017 | 0.004 |
| 2018 | 0.008 | -0.024 | 0.018 | -0.037 |
| 2017 | 0.063 | -0.013 | 0.001 | 0.021 |
| 2016 | 0.058 | 0.050 | 0.032 | -0.048 |
| 2015 | 0.066 | -0.022 | 0.021 | 0.005 |
| 2014 | -0.008 | 0.082 | 0 | -0.035 |
| 2013 | 0.011 | -0.031 | -0.020 | 0.024 |
| 2012 | 0.031 | -0.016 | 0.043 | 0.023 |
| 2011 | 0.005 | 0.010 | -0.074 | 0.025 |
| 2010 | -0.036 | -0.074 | 0.040 | 0.015 |
| 2009 | -0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | -0.006 |
| 5 years | 0.010 |
| 10 years | 0.032 |
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/mutual_funds/world/performance
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