Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.202 | 0 | 51 |
| 1 month | 0.027 | 0 | 26 |
| 3 months | 0.041 | 0 | 69 |
| 1 year | 0.194 | 0 | 56 |
| 3 years | 0.133 | 0 | 51 |
| 5 years | 0.126 | 0 | 37 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.135 | — |
| 2022 | -0.029 | — |
| 2021 | 0.194 | — |
| 2020 | -0.120 | — |
| 2019 | 0.211 | — |
| 2018 | -0.128 | — |
| 2017 | 0.056 | — |
| 2016 | -0.001 | — |
| 2015 | 0.066 | — |
| 2014 | -0.009 | — |
| 2013 | 0.253 | — |
| 2012 | 0.185 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.100 | 0.014 | 0.043 | — |
| 2024 | 0.060 | 0.033 | 0.030 | -0.024 |
| 2023 | 0.032 | 0.052 | 0.001 | 0.045 |
| 2022 | -0.032 | -0.029 | -0.075 | 0.117 |
| 2021 | 0.099 | 0.034 | 0.013 | 0.036 |
| 2020 | -0.340 | 0.163 | -0.003 | 0.150 |
| 2019 | 0.090 | 0.012 | 0.023 | 0.072 |
| 2018 | -0.024 | 0 | 0.016 | -0.120 |
| 2017 | 0.033 | 0.012 | 0.017 | -0.007 |
| 2016 | -0.086 | -0.027 | 0.039 | 0.080 |
| 2015 | 0.149 | -0.022 | -0.096 | 0.049 |
| 2014 | 0.001 | 0.013 | -0.016 | -0.006 |
| 2013 | 0.034 | 0.014 | 0.107 | 0.079 |
| 2012 | 0.079 | -0.027 | 0.065 | 0.059 |
| 2011 | 0.007 | -0.166 | 0.091 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.194 |
| 3 years | 0.133 |
| 5 years | 0.126 |
| 10 years | 0.049 |
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/mutual_funds/world/performance
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