Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.376 | 0 | 20 |
| 1 month | 0.049 | 0 | 72 |
| 3 months | 0.127 | 0 | 55 |
| 1 year | 0.339 | 0 | 17 |
| 3 years | 0.081 | 0 | 30 |
| 5 years | 0.103 | 0 | 22 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.248 | — |
| 2023 | 0.263 | — |
| 2022 | 0.158 | — |
| 2021 | -0.003 | — |
| 2020 | -0.117 | — |
| 2019 | 0.360 | — |
| 2018 | 0.008 | — |
| 2017 | 0.145 | — |
| 2016 | 0.320 | — |
| 2015 | -0.234 | — |
| 2014 | 0.021 | — |
| 2013 | -0.123 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.103 | 0.078 | 0.080 | — |
| 2024 | -0.011 | -0.156 | -0.003 | -0.096 |
| 2023 | -0.002 | 0.145 | -0.015 | 0.122 |
| 2022 | 0.288 | -0.203 | 0.149 | -0.019 |
| 2021 | -0.006 | 0.172 | -0.103 | -0.046 |
| 2020 | -0.415 | 0.165 | 0.002 | 0.294 |
| 2019 | 0.131 | 0.066 | 0.027 | 0.098 |
| 2018 | -0.008 | -0.131 | 0.027 | 0.139 |
| 2017 | 0.094 | -0.108 | 0.165 | 0.008 |
| 2016 | 0.146 | 0.111 | 0.065 | -0.026 |
| 2015 | 0.018 | -0.020 | -0.253 | 0.028 |
| 2014 | 0.000 | 0.093 | -0.008 | -0.060 |
| 2013 | 0.047 | -0.174 | 0.031 | -0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.260 |
| 3 years | 0.060 |
| 5 years | 0.090 |
| 10 years | 0.091 |
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/mutual_funds/world/performance
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