Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.116 | 0 | 83 |
| 1 month | 0.014 | 0 | 47 |
| 3 months | 0.019 | 0 | 82 |
| 1 year | 0.105 | 0 | 84 |
| 3 years | 0.122 | 0 | 36 |
| 5 years | 0.111 | 0 | 35 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.224 | — |
| 2022 | -0.098 | — |
| 2021 | 0.261 | — |
| 2020 | -0.079 | — |
| 2019 | 0.182 | — |
| 2018 | -0.134 | — |
| 2017 | 0.061 | — |
| 2016 | -0.011 | — |
| 2015 | 0.081 | — |
| 2014 | 0.063 | — |
| 2013 | 0.245 | — |
| 2012 | 0.126 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | 0.033 | 0.014 | — |
| 2024 | 0.062 | 0.017 | 0.023 | -0.026 |
| 2023 | 0.090 | 0.037 | -0.005 | 0.089 |
| 2022 | -0.044 | -0.087 | -0.055 | 0.092 |
| 2021 | 0.105 | 0.055 | 0.007 | 0.074 |
| 2020 | -0.244 | 0.142 | -0.020 | 0.088 |
| 2019 | 0.097 | 0.005 | 0.025 | 0.046 |
| 2018 | -0.058 | 0.011 | 0.005 | -0.095 |
| 2017 | 0.042 | 0.004 | 0.010 | 0.004 |
| 2016 | -0.080 | -0.008 | 0.031 | 0.051 |
| 2015 | 0.139 | -0.032 | -0.051 | 0.033 |
| 2014 | 0.025 | 0.035 | -0.011 | 0.012 |
| 2013 | 0.041 | 0.031 | 0.089 | 0.064 |
| 2012 | 0.050 | -0.006 | 0.040 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.122 |
| 5 years | 0.111 |
| 10 years | 0.046 |
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/mutual_funds/world/performance
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