Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.135 | 0 | 62 |
| 1 month | 0.018 | 0 | 42 |
| 3 months | 0.040 | 0 | 47 |
| 1 year | 0.135 | 0 | 62 |
| 3 years | 0.140 | 0 | 9 |
| 5 years | 0.036 | 0 | 40 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.135 | — |
| 2024 | 0.234 | — |
| 2023 | 0.057 | — |
| 2022 | -0.223 | — |
| 2021 | 0.037 | — |
| 2020 | 0.166 | — |
| 2019 | 0.195 | — |
| 2018 | -0.163 | — |
| 2017 | 0.235 | — |
| 2016 | 0.011 | — |
| 2015 | 0.086 | — |
| 2014 | 0.207 | — |
| 2013 | 0.052 | — |
| 2012 | 0.210 | — |
| 2011 | -0.145 | — |
| 2010 | 0.249 | — |
| 2009 | 0.803 | — |
| 2008 | -0.533 | — |
| 2007 | 0.329 | — |
| 2006 | 0.206 | — |
| 2005 | 0.435 | — |
| 2004 | 0.101 | — |
| 2003 | 0.259 | — |
| 2002 | -0.243 | — |
| 2001 | 0.005 | — |
| 2000 | -0.288 | — |
| 1999 | 1.041 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | 0.030 | 0.103 | 0.040 |
| 2024 | 0.066 | 0.110 | 0.025 | 0.017 |
| 2023 | 0.030 | 0.004 | 0.003 | 0.019 |
| 2022 | -0.089 | -0.067 | -0.089 | 0.004 |
| 2021 | 0.060 | 0.053 | -0.069 | -0.002 |
| 2020 | -0.163 | 0.136 | 0.074 | 0.142 |
| 2019 | 0.119 | -0.020 | 0.007 | 0.082 |
| 2018 | -0.019 | -0.006 | -0.054 | -0.092 |
| 2017 | 0.119 | 0.015 | 0.032 | 0.053 |
| 2016 | -0.069 | 0.032 | 0.106 | -0.049 |
| 2015 | 0.192 | 0.003 | -0.164 | 0.088 |
| 2014 | -0.001 | 0.076 | 0.071 | 0.048 |
| 2013 | 0.067 | -0.027 | -0.014 | 0.029 |
| 2012 | 0.109 | -0.023 | 0.079 | 0.035 |
| 2011 | -0.045 | -0.005 | -0.156 | 0.067 |
| 2010 | 0.060 | 0.046 | 0.062 | 0.061 |
| 2009 | 0.042 | 0.339 | 0.163 | 0.113 |
| 2008 | -0.233 | -0.071 | -0.193 | -0.188 |
| 2007 | 0.011 | 0.193 | 0.124 | -0.020 |
| 2006 | 0.085 | -0.076 | 0.090 | 0.104 |
| 2005 | 0.057 | 0.101 | 0.124 | 0.097 |
| 2004 | 0.126 | -0.108 | 0.066 | 0.028 |
| 2003 | -0.117 | 0.172 | 0.158 | 0.050 |
| 2002 | 0.123 | -0.161 | -0.173 | -0.029 |
| 2001 | -0.009 | 0.021 | -0.285 | 0.390 |
| 2000 | 0.078 | -0.136 | -0.077 | -0.172 |
| 1999 | 0.082 | 0.487 | -0.113 | 0.431 |
| 1998 | -0.326 | -0.110 | 0.452 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.127 |
| 3 years | 0.138 |
| 5 years | 0.035 |
| 10 years | 0.056 |
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/mutual_funds/world/performance
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