Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 88 |
| 1 month | 0.004 | 0 | 51 |
| 3 months | 0.037 | 0 | 50 |
| 1 year | 0.045 | 0 | 92 |
| 3 years | 0.068 | 0 | 74 |
| 5 years | 0.027 | 0 | 76 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.087 | — |
| 2022 | -0.142 | — |
| 2021 | 0.055 | — |
| 2020 | 0.056 | — |
| 2019 | 0.109 | — |
| 2018 | -0.045 | — |
| 2017 | 0.052 | — |
| 2016 | 0.051 | — |
| 2015 | -0.004 | — |
| 2014 | 0.071 | — |
| 2013 | 0.014 | — |
| 2012 | 0.050 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.008 | 0.033 | — |
| 2024 | 0.029 | 0.005 | 0.040 | 0.010 |
| 2023 | 0.033 | 0.004 | -0.026 | 0.075 |
| 2022 | -0.054 | -0.096 | -0.022 | 0.025 |
| 2021 | -0.002 | 0.036 | -0.009 | 0.031 |
| 2020 | -0.118 | 0.106 | 0.029 | 0.053 |
| 2019 | 0.065 | 0.017 | 0.009 | 0.014 |
| 2018 | -0.003 | 0.006 | -0.009 | -0.039 |
| 2017 | 0.014 | 0.006 | -0.005 | 0.036 |
| 2016 | -0.001 | 0.029 | 0.030 | -0.007 |
| 2015 | 0.042 | -0.020 | -0.033 | 0.009 |
| 2014 | 0.032 | 0.026 | -0.001 | 0.012 |
| 2013 | 0.014 | -0.030 | 0.015 | 0.015 |
| 2012 | 0.026 | -0.008 | 0.023 | 0.008 |
| 2011 | -0.008 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.068 |
| 5 years | 0.027 |
| 10 years | 0.034 |
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/mutual_funds/world/performance
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