Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.131 | 0 | 17 |
| 1 month | 0.018 | 0 | 55 |
| 3 months | 0.043 | 0 | 4 |
| 1 year | 0.050 | 0 | 20 |
| 3 years | 0.102 | 0 | 5 |
| 5 years | 0.058 | 0 | 3 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.179 | — |
| 2022 | -0.299 | — |
| 2021 | 0.315 | — |
| 2020 | -0.107 | — |
| 2019 | 0.150 | — |
| 2018 | -0.161 | — |
| 2017 | 0.108 | — |
| 2016 | -0.013 | — |
| 2015 | -0.023 | — |
| 2014 | 0.111 | — |
| 2013 | 0.039 | — |
| 2012 | 0.245 | — |
| 2011 | -0.053 | — |
| 2010 | 0.211 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | 0.062 | 0.028 | — |
| 2024 | 0.006 | 0.016 | 0.138 | -0.102 |
| 2023 | 0.029 | 0.025 | -0.057 | 0.185 |
| 2022 | -0.035 | -0.190 | -0.155 | 0.062 |
| 2021 | 0.057 | 0.098 | 0.007 | 0.124 |
| 2020 | -0.273 | 0.088 | 0.010 | 0.118 |
| 2019 | 0.092 | -0.021 | 0.041 | 0.034 |
| 2018 | -0.048 | 0.017 | -0.033 | -0.104 |
| 2017 | 0.011 | 0.044 | 0.019 | 0.030 |
| 2016 | 0.033 | 0.011 | 0.025 | -0.078 |
| 2015 | 0.021 | -0.034 | -0.018 | 0.009 |
| 2014 | 0.035 | 0.064 | -0.028 | 0.037 |
| 2013 | 0.041 | -0.037 | 0.031 | 0.005 |
| 2012 | 0.110 | 0.006 | 0.062 | 0.051 |
| 2011 | 0.036 | 0.039 | -0.154 | 0.038 |
| 2010 | 0.021 | -0.084 | 0.197 | 0.082 |
| 2009 | 0.252 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.091 |
| 5 years | 0.052 |
| 10 years | 0.016 |
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/mutual_funds/world/performance
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