Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.108 | 0 | 64 |
| 1 month | 0.010 | 0 | 9 |
| 3 months | 0.037 | 0 | 44 |
| 1 year | 0.091 | 0 | 63 |
| 3 years | 0.105 | 0 | 37 |
| 5 years | 0.061 | 0 | 20 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.132 | — |
| 2022 | -0.122 | — |
| 2021 | 0.107 | — |
| 2020 | 0.067 | — |
| 2019 | 0.192 | — |
| 2018 | -0.052 | — |
| 2017 | 0.111 | — |
| 2016 | 0.057 | — |
| 2015 | -0.013 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.036 | 0.039 | — |
| 2024 | 0.034 | 0.008 | 0.051 | -0.007 |
| 2023 | 0.044 | 0.027 | -0.017 | 0.075 |
| 2022 | -0.049 | -0.101 | -0.036 | 0.064 |
| 2021 | 0.026 | 0.042 | 0.007 | 0.028 |
| 2020 | -0.142 | 0.105 | 0.042 | 0.080 |
| 2019 | 0.087 | 0.037 | 0.026 | 0.031 |
| 2018 | -0.034 | 0.019 | 0.028 | -0.063 |
| 2017 | 0.033 | 0.034 | 0.017 | 0.023 |
| 2016 | 0.008 | 0.010 | 0.038 | 0.002 |
| 2015 | 0.019 | 0.001 | -0.052 | 0.022 |
| 2014 | 0.038 | -0.025 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.105 |
| 5 years | 0.061 |
| 10 years | 0.063 |
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/mutual_funds/world/performance
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