Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 36 |
| 1 month | 0.006 | 0 | 15 |
| 3 months | 0.019 | 0 | 37 |
| 1 year | 0.082 | 0 | 43 |
| 3 years | 0.075 | 0 | 55 |
| 5 years | 0.058 | 0 | 69 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.067 | — |
| 2022 | 0.035 | — |
| 2021 | 0.028 | — |
| 2020 | 0.094 | — |
| 2019 | 0.071 | — |
| 2018 | 0.043 | — |
| 2017 | 0.041 | — |
| 2016 | 0.075 | — |
| 2015 | 0.056 | — |
| 2014 | 0.080 | — |
| 2013 | 0.060 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | 0.027 | 0.013 | — |
| 2024 | 0.019 | 0.017 | 0.023 | 0.016 |
| 2023 | 0.016 | 0.019 | 0.015 | 0.016 |
| 2022 | 0.010 | -0.002 | 0.011 | 0.017 |
| 2021 | -0.003 | 0.012 | 0.014 | 0.005 |
| 2020 | 0.017 | 0.040 | 0.011 | 0.024 |
| 2019 | 0.019 | 0.013 | 0.022 | 0.015 |
| 2018 | 0.013 | 0.001 | 0.010 | 0.019 |
| 2017 | 0.010 | 0.014 | 0.011 | 0.005 |
| 2016 | 0.017 | 0.015 | 0.024 | 0.017 |
| 2015 | 0.014 | 0.010 | 0.021 | 0.010 |
| 2014 | 0.019 | 0.019 | 0.015 | 0.025 |
| 2013 | 0.020 | 0.018 | 0.003 | 0.018 |
| 2012 | 0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.075 |
| 5 years | 0.058 |
| 10 years | 0.061 |
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/mutual_funds/world/performance
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