Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.148 | 0 | 62 |
| 1 month | -0.032 | 0 | 59 |
| 3 months | 0.011 | 0 | 80 |
| 1 year | 0.167 | 0 | 79 |
| 3 years | 0.003 | 0 | 85 |
| 5 years | -0.069 | 0 | 91 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.183 | — |
| 2022 | -0.151 | — |
| 2021 | -0.187 | — |
| 2020 | 0.246 | — |
| 2019 | 0.274 | — |
| 2018 | -0.163 | — |
| 2017 | 0.354 | — |
| 2016 | 0.039 | — |
| 2015 | 0.088 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.087 | -0.044 | 0.176 | — |
| 2024 | -0.040 | 0.026 | 0.126 | -0.057 |
| 2023 | 0.005 | -0.116 | 0 | -0.081 |
| 2022 | -0.135 | 0.123 | -0.155 | 0.035 |
| 2021 | 0.053 | 0.003 | -0.178 | -0.064 |
| 2020 | -0.090 | 0.131 | 0.120 | 0.081 |
| 2019 | 0.221 | -0.036 | 0.001 | 0.081 |
| 2018 | -0.016 | 0.040 | -0.096 | -0.095 |
| 2017 | 0.124 | 0.040 | 0.075 | 0.077 |
| 2016 | -0.071 | 0.018 | 0.126 | -0.024 |
| 2015 | 0.216 | 0.004 | -0.195 | 0.108 |
| 2014 | 0.019 | 0.070 | 0.097 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.167 |
| 3 years | 0.003 |
| 5 years | -0.069 |
| 10 years | 0.021 |
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/mutual_funds/world/performance
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