Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.106 | 0 | 85 |
| 1 month | 0.050 | 0 | 75 |
| 3 months | 0.116 | 0 | 84 |
| 1 year | 0.243 | 0 | 81 |
| 3 years | 0.128 | 0 | 81 |
| 5 years | 0.068 | 0 | 37 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.097 | — |
| 2024 | 0.171 | — |
| 2023 | 0.062 | — |
| 2022 | -0.155 | — |
| 2021 | 0.111 | — |
| 2020 | 0.093 | — |
| 2019 | 0.096 | — |
| 2018 | -0.080 | — |
| 2017 | 0.188 | — |
| 2016 | 0.044 | — |
| 2015 | 0.006 | — |
| 2014 | 0.083 | — |
| 2013 | 0.054 | — |
| 2012 | 0.178 | — |
| 2011 | -0.161 | — |
| 2010 | 0.261 | — |
| 2009 | 0.707 | — |
| 2008 | -0.506 | — |
| 2007 | 0.157 | — |
| 2006 | 0.150 | — |
| 2005 | 0.482 | — |
| 2004 | 0.133 | — |
| 2003 | 0.277 | — |
| 2002 | -0.142 | — |
| 2001 | -0.010 | — |
| 2000 | -0.262 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | 0.051 | 0.060 | 0.033 |
| 2024 | 0.027 | 0.080 | 0.049 | 0.007 |
| 2023 | 0.022 | 0.025 | 0.008 | 0.006 |
| 2022 | -0.056 | -0.045 | -0.026 | -0.037 |
| 2021 | 0.052 | 0.042 | -0.013 | 0.028 |
| 2020 | -0.236 | 0.167 | 0.116 | 0.098 |
| 2019 | 0.050 | -0.008 | -0.008 | 0.061 |
| 2018 | -0.007 | -0.025 | -0.030 | -0.020 |
| 2017 | 0.076 | 0.027 | -0.002 | 0.077 |
| 2016 | -0.007 | 0.039 | 0.016 | -0.005 |
| 2015 | 0.143 | -0.024 | -0.116 | 0.021 |
| 2014 | -0.022 | 0.088 | 0.029 | -0.010 |
| 2013 | 0.075 | -0.052 | 0.016 | 0.018 |
| 2012 | 0.132 | -0.032 | 0.062 | 0.012 |
| 2011 | -0.047 | -0.015 | -0.179 | 0.089 |
| 2010 | 0.103 | -0.034 | 0.073 | 0.102 |
| 2009 | 0.046 | 0.244 | 0.172 | 0.120 |
| 2008 | -0.212 | -0.002 | -0.115 | -0.291 |
| 2007 | 0.003 | 0.119 | 0.050 | -0.018 |
| 2006 | 0.083 | -0.096 | 0.049 | 0.119 |
| 2005 | 0.080 | 0.115 | 0.133 | 0.086 |
| 2004 | 0.089 | -0.053 | 0.051 | 0.045 |
| 2003 | -0.089 | 0.147 | 0.103 | 0.109 |
| 2002 | 0.126 | -0.156 | -0.118 | 0.023 |
| 2001 | -0.010 | 0.121 | -0.243 | 0.178 |
| 2000 | -0.012 | -0.105 | -0.039 | -0.131 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.243 |
| 3 years | 0.128 |
| 5 years | 0.068 |
| 10 years | 0.074 |
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/mutual_funds/world/performance
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