Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | -0.006 | 20 |
| 1 month | 0.007 | 0.008 | 19 |
| 3 months | 0.023 | 0.020 | 61 |
| 1 year | 0.058 | 0.031 | 61 |
| 3 years | 0.043 | 0.057 | 90 |
| 5 years | -0.016 | 0.038 | 100 |
| 10 years | 0.021 | 0.038 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.008 | — |
| 2023 | 0.069 | — |
| 2022 | -0.188 | — |
| 2021 | -0.019 | — |
| 2020 | 0.095 | 0.081 |
| 2019 | 0.123 | 0.089 |
| 2018 | -0.015 | -0.006 |
| 2017 | 0.070 | 0.043 |
| 2016 | 0.047 | 0.039 |
| 2015 | 0.013 | -0.005 |
| 2014 | 0.077 | 0.054 |
| 2013 | -0.010 | -0.009 |
| 2012 | 0.086 | 0.078 |
| 2011 | 0.066 | 0.063 |
| 2010 | 0.121 | 0.085 |
| 2009 | 0.261 | 0.151 |
| 2008 | — | -0.039 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | 0.017 | 0.020 | — |
| 2024 | -0.012 | -0.008 | 0.053 | -0.039 |
| 2023 | 0.034 | -0.002 | -0.053 | 0.094 |
| 2022 | -0.088 | -0.078 | -0.065 | 0.032 |
| 2021 | -0.046 | 0.030 | -0.001 | 0.000 |
| 2020 | -0.022 | 0.066 | 0.019 | 0.031 |
| 2019 | 0.042 | 0.038 | 0.025 | 0.013 |
| 2018 | -0.011 | -0.015 | 0.003 | 0.008 |
| 2017 | 0.019 | 0.028 | 0.017 | 0.005 |
| 2016 | 0.025 | 0.030 | 0.016 | -0.024 |
| 2015 | 0.021 | -0.018 | 0.008 | 0.002 |
| 2014 | 0.028 | 0.029 | 0.003 | 0.016 |
| 2013 | 0.006 | -0.026 | 0.006 | 0.005 |
| 2012 | 0.022 | 0.024 | 0.028 | 0.009 |
| 2011 | 0.015 | 0.018 | 0.016 | 0.016 |
| 2010 | 0.045 | 0.033 | 0.039 | -0.001 |
| 2009 | -0.009 | 0.112 | 0.104 | 0.036 |
| 2008 | -0.037 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.043 |
| 5 years | -0.016 |
| 10 years | 0.021 |
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/mutual_funds/world/performance
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