Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.129 | 0 | 44 |
| 1 month | -0.014 | 0 | 82 |
| 3 months | 0.067 | 0 | 51 |
| 1 year | 0.125 | 0 | 33 |
| 3 years | 0.160 | 0 | 8 |
| 5 years | 0.131 | 0 | 13 |
| 10 years | 0.134 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.170 | — |
| 2022 | -0.080 | — |
| 2021 | 0.238 | — |
| 2020 | 0.124 | — |
| 2019 | 0.232 | — |
| 2018 | -0.035 | — |
| 2017 | 0.118 | — |
| 2016 | 0.291 | — |
| 2015 | 0.046 | — |
| 2014 | 0.123 | — |
| 2013 | 0.246 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | 0.060 | 0.094 | — |
| 2024 | 0.096 | 0.031 | -0.004 | 0.075 |
| 2023 | 0.034 | 0.049 | 0.010 | 0.067 |
| 2022 | -0.015 | -0.106 | 0.042 | 0.002 |
| 2021 | 0.040 | 0.073 | 0.039 | 0.068 |
| 2020 | -0.149 | 0.182 | 0.034 | 0.079 |
| 2019 | 0.094 | 0.073 | 0.038 | 0.012 |
| 2018 | -0.063 | 0.098 | 0.059 | -0.115 |
| 2017 | 0.049 | 0.001 | 0.012 | 0.051 |
| 2016 | 0.020 | 0.069 | 0.092 | 0.084 |
| 2015 | 0.075 | -0.052 | -0.062 | 0.093 |
| 2014 | 0.005 | 0.028 | 0.034 | 0.051 |
| 2013 | 0.158 | 0.007 | 0.012 | 0.056 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.125 |
| 3 years | 0.160 |
| 5 years | 0.131 |
| 10 years | 0.134 |
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/mutual_funds/world/performance
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