Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 93 |
| 1 month | 0.097 | 0 | 82 |
| 3 months | 0.011 | 0 | 90 |
| 1 year | 0.289 | 0 | 68 |
| 3 years | 0.160 | 0 | 80 |
| 5 years | 0.078 | 0 | 73 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.215 | — |
| 2024 | 0.105 | — |
| 2023 | 0.233 | — |
| 2022 | -0.221 | — |
| 2021 | 0.180 | — |
| 2020 | 0.168 | — |
| 2019 | 0.192 | — |
| 2018 | -0.142 | — |
| 2017 | 0.221 | — |
| 2016 | 0.010 | — |
| 2015 | -0.036 | — |
| 2014 | 0.005 | — |
| 2013 | 0.246 | — |
| 2012 | 0.178 | — |
| 2011 | -0.073 | — |
| 2010 | 0.118 | — |
| 2009 | 0.241 | — |
| 2008 | -0.446 | — |
| 2007 | 0.114 | — |
| 2006 | 0.190 | — |
| 2005 | 0.182 | — |
| 2004 | 0.182 | — |
| 2003 | 0.290 | — |
| 2002 | -0.242 | — |
| 2001 | -0.243 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.050 | — | — | — |
| 2025 | -0.017 | 0.141 | 0.045 | 0.037 |
| 2024 | 0.109 | 0.023 | 0.008 | -0.034 |
| 2023 | 0.090 | 0.068 | -0.032 | 0.094 |
| 2022 | -0.078 | -0.168 | -0.054 | 0.074 |
| 2021 | 0.037 | 0.066 | -0.008 | 0.075 |
| 2020 | -0.237 | 0.210 | 0.097 | 0.153 |
| 2019 | 0.118 | 0.019 | -0.025 | 0.073 |
| 2018 | -0.009 | 0.009 | 0.032 | -0.169 |
| 2017 | 0.054 | 0.045 | 0.053 | 0.052 |
| 2016 | -0.016 | -0.006 | 0.029 | 0.002 |
| 2015 | 0.006 | 0.013 | -0.091 | 0.040 |
| 2014 | 0.010 | 0.031 | -0.028 | -0.007 |
| 2013 | 0.079 | -0.004 | 0.062 | 0.092 |
| 2012 | 0.121 | -0.051 | 0.068 | 0.037 |
| 2011 | 0.053 | -0.006 | -0.173 | 0.072 |
| 2010 | 0.032 | -0.125 | 0.136 | 0.089 |
| 2009 | -0.121 | 0.197 | 0.145 | 0.029 |
| 2008 | -0.111 | 0.004 | -0.183 | -0.241 |
| 2007 | 0.032 | 0.069 | 0.022 | -0.012 |
| 2006 | 0.080 | -0.014 | 0.034 | 0.081 |
| 2005 | -0.001 | 0.018 | 0.111 | 0.047 |
| 2004 | 0.030 | 0.014 | -0.004 | 0.137 |
| 2003 | -0.042 | 0.144 | 0.028 | 0.144 |
| 2002 | -0.003 | -0.114 | -0.192 | 0.063 |
| 2001 | -0.152 | -0.020 | -0.157 | 0.081 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.289 |
| 3 years | 0.160 |
| 5 years | 0.078 |
| 10 years | 0.089 |
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/mutual_funds/world/performance
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