Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0 | 20 |
| 1 month | 0.001 | 0 | 15 |
| 3 months | 0.078 | 0 | 57 |
| 1 year | 0.099 | 0 | 28 |
| 3 years | 0.171 | 0 | 15 |
| 5 years | 0.151 | 0 | 13 |
| 10 years | 0.147 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.267 | — |
| 2023 | 0.171 | — |
| 2022 | -0.068 | — |
| 2021 | 0.281 | — |
| 2020 | 0.138 | — |
| 2019 | 0.204 | — |
| 2018 | -0.046 | — |
| 2017 | 0.110 | — |
| 2016 | 0.376 | — |
| 2015 | 0.064 | — |
| 2014 | 0.223 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.102 | 0.073 | 0.106 | — |
| 2024 | 0.113 | 0.022 | -0.017 | 0.133 |
| 2023 | 0.026 | 0.045 | 0.014 | 0.078 |
| 2022 | -0.003 | -0.091 | 0.049 | -0.020 |
| 2021 | 0.075 | 0.071 | 0.029 | 0.082 |
| 2020 | -0.145 | 0.203 | 0.022 | 0.084 |
| 2019 | 0.109 | 0.048 | 0.033 | 0.002 |
| 2018 | -0.056 | 0.117 | 0.065 | -0.150 |
| 2017 | 0.050 | -0.015 | 0.018 | 0.055 |
| 2016 | 0.030 | 0.070 | 0.100 | 0.135 |
| 2015 | 0.082 | -0.070 | -0.055 | 0.119 |
| 2014 | 0.002 | 0.036 | 0.069 | 0.102 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.171 |
| 5 years | 0.151 |
| 10 years | 0.147 |
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/mutual_funds/world/performance
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