Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 29 |
| 1 month | 0.081 | 0 | 49 |
| 3 months | 0.132 | 0 | 46 |
| 1 year | 0.161 | 0 | 23 |
| 3 years | 0.128 | 0 | 30 |
| 5 years | 0.123 | 0 | 25 |
| 10 years | 0.120 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.193 | — |
| 2024 | 0.134 | — |
| 2023 | 0.240 | — |
| 2022 | -0.062 | — |
| 2021 | 0.200 | — |
| 2020 | 0.035 | — |
| 2019 | 0.255 | — |
| 2018 | -0.077 | — |
| 2017 | 0.170 | — |
| 2016 | -0.048 | — |
| 2015 | 0.144 | — |
| 2014 | 0.078 | — |
| 2013 | 0.384 | — |
| 2012 | 0.104 | — |
| 2011 | -0.140 | — |
| 2010 | 0.047 | — |
| 2009 | 0.130 | — |
| 2008 | -0.335 | — |
| 2007 | -0.046 | — |
| 2006 | 0.231 | — |
| 2005 | 0.215 | — |
| 2004 | 0.067 | — |
| 2003 | 0.258 | — |
| 2002 | -0.401 | — |
| 2001 | -0.252 | — |
| 2000 | -0.074 | — |
| 1999 | 0.318 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.062 | 0.132 | — | — |
| 2025 | 0.020 | 0.069 | 0.018 | 0.075 |
| 2024 | 0.113 | -0.004 | 0.054 | -0.030 |
| 2023 | 0.178 | 0.053 | -0.058 | 0.061 |
| 2022 | -0.088 | -0.036 | -0.009 | 0.076 |
| 2021 | 0.036 | 0.085 | -0.002 | 0.069 |
| 2020 | -0.090 | 0.062 | 0.017 | 0.053 |
| 2019 | 0.096 | 0.040 | 0.046 | 0.051 |
| 2018 | -0.042 | 0.022 | 0.013 | -0.069 |
| 2017 | 0.055 | 0.036 | 0.015 | 0.055 |
| 2016 | -0.119 | -0.022 | 0.011 | 0.094 |
| 2015 | 0.107 | -0.004 | -0.020 | 0.059 |
| 2014 | 0.004 | 0.035 | -0.040 | 0.081 |
| 2013 | 0.054 | 0.060 | 0.129 | 0.097 |
| 2012 | 0.061 | -0.052 | 0.056 | 0.040 |
| 2011 | 0.019 | -0.014 | -0.198 | 0.067 |
| 2010 | 0.022 | -0.079 | 0.072 | 0.038 |
| 2009 | -0.172 | 0.196 | 0.117 | 0.022 |
| 2008 | -0.162 | -0.037 | -0.092 | -0.092 |
| 2007 | 0.015 | 0.050 | -0.082 | -0.025 |
| 2006 | 0.086 | -0.035 | 0.101 | 0.067 |
| 2005 | 0.043 | 0.018 | 0.076 | 0.064 |
| 2004 | 0.029 | 0.021 | -0.021 | 0.037 |
| 2003 | -0.034 | 0.169 | -0.003 | 0.117 |
| 2002 | -0.034 | -0.211 | -0.212 | -0.002 |
| 2001 | -0.165 | -0.013 | -0.188 | 0.117 |
| 2000 | 0.080 | -0.041 | -0.038 | -0.070 |
| 1999 | -0.006 | 0.044 | -0.024 | 0.302 |
| 1998 | 0.250 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.161 |
| 3 years | 0.128 |
| 5 years | 0.123 |
| 10 years | 0.120 |
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/mutual_funds/world/performance
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