Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 26 |
| 1 month | -0.053 | 0 | 31 |
| 3 months | -0.021 | 0 | 35 |
| 1 year | 0.086 | 0 | 26 |
| 3 years | 0.073 | 0 | 46 |
| 5 years | 0.115 | 0 | 26 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.081 | — |
| 2022 | 0.001 | — |
| 2021 | 0.322 | — |
| 2020 | -0.039 | — |
| 2019 | 0.151 | — |
| 2018 | 0.085 | — |
| 2017 | -0.027 | — |
| 2016 | 0.058 | — |
| 2015 | -0.153 | — |
| 2014 | -0.001 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.062 | 0.037 | — |
| 2024 | 0.041 | -0.041 | 0.075 | 0.043 |
| 2023 | 0.033 | 0.034 | 0.015 | -0.004 |
| 2022 | 0.144 | -0.090 | -0.008 | -0.031 |
| 2021 | 0.122 | 0.081 | 0.041 | 0.046 |
| 2020 | -0.238 | 0.096 | 0.086 | 0.059 |
| 2019 | 0.122 | 0.013 | -0.029 | 0.043 |
| 2018 | 0.102 | 0.014 | -0.006 | -0.023 |
| 2017 | -0.010 | 0.026 | 0.012 | -0.053 |
| 2016 | -0.003 | 0.013 | -0.043 | 0.095 |
| 2015 | -0.034 | 0.056 | -0.109 | -0.069 |
| 2014 | 0.107 | -0.026 | 0.123 | -0.174 |
| 2013 | 0.073 | 0.075 | 0.094 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.054 |
| 5 years | 0.103 |
| 10 years | 0.069 |
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/mutual_funds/world/performance
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