Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.136 | 0 | — |
| 1 month | 0.007 | 0 | — |
| 3 months | 0.055 | 0 | — |
| 1 year | 0.124 | 0 | — |
| 3 years | 0.062 | 0 | — |
| 5 years | 0.022 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.068 | — |
| 2023 | 0.136 | — |
| 2022 | -0.208 | — |
| 2021 | 0.152 | — |
| 2020 | 0.097 | — |
| 2019 | 0.193 | — |
| 2018 | -0.155 | — |
| 2017 | 0.154 | — |
| 2016 | 0.118 | — |
| 2015 | 0.096 | — |
| 2014 | -0.015 | — |
| 2013 | 0.275 | — |
| 2012 | 0.173 | — |
| 2011 | -0.132 | — |
| 2010 | 0.121 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.054 | 0.036 | — |
| 2024 | 0.063 | -0.040 | -0.021 | -0.067 |
| 2023 | 0.101 | -0.010 | -0.046 | 0.092 |
| 2022 | -0.126 | -0.154 | -0.010 | 0.082 |
| 2021 | -0.020 | 0.107 | 0.032 | 0.030 |
| 2020 | -0.142 | 0.198 | 0.031 | 0.035 |
| 2019 | 0.071 | 0.098 | 0.009 | 0.006 |
| 2018 | -0.043 | 0.031 | -0.004 | -0.139 |
| 2017 | 0.076 | 0.059 | 0.011 | 0.001 |
| 2016 | 0.001 | -0.002 | 0.085 | 0.031 |
| 2015 | 0.101 | -0.030 | -0.038 | 0.066 |
| 2014 | 0.014 | -0.016 | -0.034 | 0.022 |
| 2013 | 0.132 | 0.017 | 0.041 | 0.063 |
| 2012 | 0.106 | -0.072 | 0.076 | 0.063 |
| 2011 | 0.035 | 0.033 | -0.221 | 0.041 |
| 2010 | 0.061 | -0.129 | 0.106 | 0.097 |
| 2009 | 0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.062 |
| 5 years | 0.022 |
| 10 years | 0.047 |
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/mutual_funds/world/performance
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