Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.175 | 0 | 60 |
| 1 month | 0.013 | 0 | 66 |
| 3 months | 0.031 | 0 | 65 |
| 1 year | 0.151 | 0 | 60 |
| 3 years | 0.094 | 0 | 56 |
| 5 years | 0.019 | 0 | 50 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.045 | — |
| 2023 | 0.143 | — |
| 2022 | -0.099 | — |
| 2021 | -0.091 | — |
| 2020 | 0.029 | — |
| 2019 | 0.116 | — |
| 2018 | -0.074 | — |
| 2017 | 0.165 | — |
| 2016 | 0.125 | — |
| 2015 | -0.162 | — |
| 2014 | -0.062 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | 0.082 | 0.026 | — |
| 2024 | -0.028 | -0.025 | 0.095 | -0.079 |
| 2023 | 0.057 | 0.031 | -0.039 | 0.091 |
| 2022 | -0.059 | -0.087 | -0.041 | 0.094 |
| 2021 | -0.080 | 0.045 | -0.034 | -0.020 |
| 2020 | -0.176 | 0.111 | 0.003 | 0.121 |
| 2019 | 0.029 | 0.055 | -0.026 | 0.056 |
| 2018 | 0.051 | -0.120 | -0.017 | 0.020 |
| 2017 | 0.074 | 0.031 | 0.045 | 0.006 |
| 2016 | 0.117 | 0.033 | 0.028 | -0.052 |
| 2015 | -0.035 | -0.014 | -0.113 | -0.006 |
| 2014 | 0.011 | 0.050 | -0.060 | -0.059 |
| 2013 | -0.084 | -0.012 | -0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.075 |
| 5 years | 0.009 |
| 10 years | 0.031 |
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/mutual_funds/world/performance
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