Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0.077 | 67 |
| 1 month | -0.108 | 0.003 | 86 |
| 3 months | -0.029 | 0.072 | 67 |
| 1 year | 0.107 | 0.420 | 69 |
| 3 years | 0.038 | 0.131 | 80 |
| 5 years | -0.014 | 0.149 | 76 |
| 10 years | 0.042 | 0.096 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.124 | — |
| 2024 | -0.048 | — |
| 2023 | 0.196 | — |
| 2022 | -0.336 | — |
| 2021 | 0.129 | — |
| 2020 | 0.150 | 0.284 |
| 2019 | 0.299 | 0.278 |
| 2018 | -0.159 | -0.183 |
| 2017 | 0.322 | 0.362 |
| 2016 | -0.023 | -0.030 |
| 2015 | -0.013 | 0.071 |
| 2014 | -0.043 | -0.054 |
| 2013 | 0.223 | 0.266 |
| 2012 | 0.216 | 0.222 |
| 2011 | -0.141 | -0.147 |
| 2010 | 0.227 | 0.230 |
| 2009 | 0.510 | 0.492 |
| 2008 | -0.459 | -0.490 |
| 2007 | 0.173 | 0.120 |
| 2006 | 0.345 | 0.268 |
| 2005 | 0.218 | 0.249 |
| 2004 | 0.295 | 0.244 |
| 2003 | 0.478 | 0.542 |
| 2002 | -0.161 | -0.154 |
| 2001 | -0.211 | -0.244 |
| 2000 | -0.200 | -0.151 |
| 1999 | 0.792 | 0.833 |
| 1998 | 0.154 | 0.169 |
| 1997 | 0.002 | 0.072 |
| 1996 | 0.207 | 0.179 |
| 1995 | 0.089 | 0.075 |
| 1994 | -0.038 | -0.053 |
| 1993 | 0.491 | 0.495 |
| 1992 | — | -0.091 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.029 | — | — | — |
| 2025 | -0.014 | 0.188 | -0.017 | -0.024 |
| 2024 | 0.008 | 0.005 | 0.078 | -0.128 |
| 2023 | 0.111 | 0.021 | -0.085 | 0.151 |
| 2022 | -0.188 | -0.212 | -0.112 | 0.169 |
| 2021 | -0.001 | 0.085 | 0.004 | 0.037 |
| 2020 | -0.285 | 0.273 | 0.109 | 0.140 |
| 2019 | 0.125 | 0.054 | -0.031 | 0.131 |
| 2018 | 0.022 | -0.021 | -0.003 | -0.157 |
| 2017 | 0.097 | 0.081 | 0.049 | 0.063 |
| 2016 | 0.001 | -0.014 | 0.082 | -0.085 |
| 2015 | 0.044 | 0.008 | -0.100 | 0.043 |
| 2014 | 0.012 | 0.047 | -0.073 | -0.026 |
| 2013 | 0.070 | -0.011 | 0.089 | 0.061 |
| 2012 | 0.151 | -0.055 | 0.073 | 0.042 |
| 2011 | 0.013 | 0.017 | -0.182 | 0.020 |
| 2010 | 0.035 | -0.077 | 0.183 | 0.086 |
| 2009 | -0.090 | 0.333 | 0.193 | 0.043 |
| 2008 | -0.071 | -0.019 | -0.237 | -0.222 |
| 2007 | 0.055 | 0.086 | 0.045 | -0.020 |
| 2006 | 0.156 | -0.011 | 0.029 | 0.144 |
| 2005 | 0.032 | -0.003 | 0.132 | 0.045 |
| 2004 | 0.069 | 0.018 | 0.020 | 0.167 |
| 2003 | -0.064 | 0.215 | 0.108 | 0.173 |
| 2002 | 0.024 | -0.012 | -0.197 | 0.033 |
| 2001 | -0.124 | -0.018 | -0.188 | 0.128 |
| 2000 | 0.121 | -0.142 | -0.042 | -0.132 |
| 1999 | 0.012 | 0.155 | 0.083 | 0.416 |
| 1998 | 0.182 | 0.020 | -0.161 | 0.141 |
| 1997 | 0.021 | 0.059 | -0.007 | -0.068 |
| 1996 | 0.090 | 0.076 | -0.012 | 0.041 |
| 1995 | -0.034 | 0.062 | 0.070 | -0.007 |
| 1994 | -0.006 | -0.019 | 0.061 | -0.070 |
| 1993 | 0.123 | 0.077 | 0.077 | 0.146 |
| 1992 | 0.068 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.038 |
| 5 years | -0.014 |
| 10 years | 0.042 |
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/mutual_funds/world/performance
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