Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 75 |
| 1 month | 0.008 | 0 | 41 |
| 3 months | 0.052 | 0 | 35 |
| 1 year | 0.042 | 0 | 80 |
| 3 years | 0.108 | 0 | 98 |
| 5 years | 0.141 | 0 | 73 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.161 | — |
| 2022 | 0.079 | — |
| 2021 | 0.231 | — |
| 2020 | 0.102 | — |
| 2019 | 0.057 | — |
| 2018 | -0.036 | — |
| 2017 | 0.194 | — |
| 2016 | 0.040 | — |
| 2015 | 0.065 | — |
| 2014 | 0.497 | — |
| 2013 | 0.076 | — |
| 2012 | 0.293 | — |
| 2011 | -0.121 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.061 | -0.017 | — |
| 2024 | 0.039 | 0.082 | 0.064 | -0.052 |
| 2023 | -0.031 | 0.082 | 0.027 | 0.078 |
| 2022 | -0.004 | -0.044 | 0.082 | 0.048 |
| 2021 | 0.063 | 0.067 | 0.096 | -0.010 |
| 2020 | -0.219 | 0.134 | 0.061 | 0.171 |
| 2019 | 0.026 | 0.026 | -0.022 | 0.027 |
| 2018 | -0.043 | 0.003 | -0.006 | 0.011 |
| 2017 | 0.088 | 0.027 | 0.012 | 0.057 |
| 2016 | -0.034 | 0.066 | 0.068 | -0.054 |
| 2015 | 0.076 | -0.019 | 0.008 | 0.001 |
| 2014 | 0.056 | 0.204 | 0.078 | 0.092 |
| 2013 | -0.046 | 0.022 | 0.004 | 0.097 |
| 2012 | 0.127 | 0.006 | 0.091 | 0.044 |
| 2011 | -0.037 | 0.022 | -0.060 | -0.049 |
| 2010 | 0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.108 |
| 5 years | 0.141 |
| 10 years | 0.100 |
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/mutual_funds/world/performance
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