Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.278 | 0 | 44 |
| 1 month | 0.019 | 0 | 11 |
| 3 months | 0.037 | 0 | 48 |
| 1 year | 0.243 | 0 | 46 |
| 3 years | 0.163 | 0 | 33 |
| 5 years | 0.101 | 0 | 26 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.205 | — |
| 2022 | -0.161 | — |
| 2021 | 0.169 | — |
| 2020 | 0.071 | — |
| 2019 | 0.246 | — |
| 2018 | -0.156 | — |
| 2017 | 0.257 | — |
| 2016 | -0.011 | — |
| 2015 | -0.025 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.092 | 0.113 | 0.027 | — |
| 2024 | 0.055 | 0.005 | 0.069 | -0.100 |
| 2023 | 0.109 | 0.029 | -0.053 | 0.115 |
| 2022 | -0.079 | -0.150 | -0.103 | 0.196 |
| 2021 | 0.040 | 0.078 | -0.012 | 0.055 |
| 2020 | -0.245 | 0.166 | 0.051 | 0.157 |
| 2019 | 0.107 | 0.044 | -0.014 | 0.094 |
| 2018 | -0.019 | -0.014 | 0.008 | -0.135 |
| 2017 | 0.076 | 0.074 | 0.065 | 0.021 |
| 2016 | -0.023 | -0.031 | 0.051 | -0.007 |
| 2015 | 0.035 | 0.010 | -0.086 | 0.020 |
| 2014 | -0.042 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.243 |
| 3 years | 0.163 |
| 5 years | 0.101 |
| 10 years | 0.077 |
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/mutual_funds/world/performance
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