Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.103 | 0 | 39 |
| 1 month | 0.002 | 0 | 54 |
| 3 months | 0.035 | 0 | 41 |
| 1 year | 0.086 | 0 | 41 |
| 3 years | 0.074 | 0 | 54 |
| 5 years | -0.005 | 0 | 68 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.032 | — |
| 2023 | 0.084 | — |
| 2022 | -0.181 | — |
| 2021 | -0.053 | — |
| 2020 | 0.016 | — |
| 2019 | 0.102 | — |
| 2018 | -0.082 | — |
| 2017 | 0.070 | — |
| 2016 | 0.076 | — |
| 2015 | 0.001 | — |
| 2014 | 0.060 | — |
| 2013 | -0.062 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.026 | 0.038 | — |
| 2024 | 0.013 | -0.007 | 0.053 | -0.025 |
| 2023 | 0.004 | 0.013 | -0.029 | 0.097 |
| 2022 | -0.077 | -0.124 | -0.061 | 0.079 |
| 2021 | -0.051 | 0.032 | -0.015 | -0.018 |
| 2020 | -0.145 | 0.113 | 0.014 | 0.054 |
| 2019 | 0.058 | 0.029 | 0.001 | 0.011 |
| 2018 | -0.027 | -0.040 | 0.008 | -0.025 |
| 2017 | 0.032 | 0.015 | 0.019 | 0.003 |
| 2016 | 0.044 | 0.050 | 0.033 | -0.050 |
| 2015 | 0.018 | -0.008 | -0.017 | 0.009 |
| 2014 | 0.037 | 0.043 | -0.011 | -0.009 |
| 2013 | -0.024 | -0.054 | 0.007 | 0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.069 |
| 5 years | -0.008 |
| 10 years | 0.009 |
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/mutual_funds/world/performance
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