Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.104 | 0 | 64 |
| 1 month | -0.011 | 0 | 80 |
| 3 months | 0.006 | 0 | 90 |
| 1 year | 0.088 | 0 | 66 |
| 3 years | 0.021 | 0 | 82 |
| 5 years | 0.058 | 0 | 26 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.065 | — |
| 2023 | 0.022 | — |
| 2022 | 0.037 | — |
| 2021 | 0.158 | — |
| 2020 | -0.048 | — |
| 2019 | 0.070 | — |
| 2018 | 0.040 | — |
| 2017 | 0.095 | — |
| 2016 | 0.145 | — |
| 2015 | 0.097 | — |
| 2014 | 0.064 | — |
| 2013 | 0.267 | — |
| 2012 | 0.083 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | 0.026 | 0.018 | — |
| 2024 | 0.007 | 0.023 | -0.028 | -0.066 |
| 2023 | -0.033 | -0.027 | 0.045 | 0.039 |
| 2022 | -0.013 | 0.012 | -0.025 | 0.064 |
| 2021 | 0.008 | 0.094 | 0.035 | 0.015 |
| 2020 | -0.105 | 0.015 | -0.055 | 0.109 |
| 2019 | 0.027 | 0.022 | 0.019 | 0 |
| 2018 | -0.027 | 0.037 | 0.017 | 0.014 |
| 2017 | 0.018 | 0.027 | 0.030 | 0.017 |
| 2016 | 0.060 | 0.015 | 0.053 | 0.011 |
| 2015 | -0.038 | 0.052 | 0.031 | 0.050 |
| 2014 | 0.045 | -0.019 | 0.011 | 0.028 |
| 2013 | 0.111 | 0 | 0.057 | 0.079 |
| 2012 | 0.034 | -0.017 | 0.004 | 0.062 |
| 2011 | 0.048 | -0.011 | -0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.015 |
| 5 years | 0.053 |
| 10 years | 0.055 |
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/mutual_funds/world/performance
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