Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 93 |
| 1 month | -0.004 | 0 | 76 |
| 3 months | 0.019 | 0 | 86 |
| 1 year | -0.002 | 0 | 96 |
| 3 years | 0.050 | 0 | 82 |
| 5 years | 0.015 | 0 | 91 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.107 | — |
| 2022 | -0.163 | — |
| 2021 | 0.052 | — |
| 2020 | 0.048 | — |
| 2019 | 0.127 | — |
| 2018 | -0.009 | — |
| 2017 | 0.036 | — |
| 2016 | 0.003 | — |
| 2015 | 0.066 | — |
| 2014 | 0.127 | — |
| 2013 | 0.075 | — |
| 2012 | 0.099 | — |
| 2011 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.004 | 0.015 | — |
| 2024 | 0.045 | 0.007 | 0.026 | -0.005 |
| 2023 | 0.042 | 0.013 | -0.024 | 0.076 |
| 2022 | -0.060 | -0.078 | -0.043 | 0.010 |
| 2021 | 0.017 | 0.018 | 0.007 | 0.010 |
| 2020 | -0.086 | 0.064 | 0.029 | 0.047 |
| 2019 | 0.063 | 0.023 | 0.029 | 0.008 |
| 2018 | -0.015 | 0.017 | 0.014 | -0.024 |
| 2017 | 0.017 | 0 | 0.001 | 0.017 |
| 2016 | -0.018 | 0.010 | 0.013 | 0.000 |
| 2015 | 0.091 | -0.026 | -0.030 | 0.035 |
| 2014 | 0.016 | 0.028 | 0.028 | 0.049 |
| 2013 | 0.031 | -0.007 | 0.023 | 0.026 |
| 2012 | 0.044 | 0.007 | 0.036 | 0.010 |
| 2011 | -0.004 | 0.002 | -0.019 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.050 |
| 5 years | 0.015 |
| 10 years | 0.024 |
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/mutual_funds/world/performance
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