Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 18 |
| 1 month | 0.001 | 0 | 24 |
| 3 months | 0.040 | 0 | 26 |
| 1 year | 0.063 | 0 | 27 |
| 3 years | 0.071 | 0 | 39 |
| 5 years | 0.031 | 0 | 64 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.081 | — |
| 2022 | -0.154 | — |
| 2021 | 0.068 | — |
| 2020 | 0.047 | — |
| 2019 | 0.116 | — |
| 2018 | -0.075 | — |
| 2017 | 0.039 | — |
| 2016 | 0.023 | — |
| 2015 | 0.015 | — |
| 2014 | 0.056 | — |
| 2013 | 0.072 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | 0.029 | 0.049 | — |
| 2024 | 0.038 | 0.007 | 0.038 | -0.005 |
| 2023 | 0.032 | 0.012 | -0.025 | 0.062 |
| 2022 | -0.048 | -0.104 | -0.042 | 0.036 |
| 2021 | 0.009 | 0.037 | -0.005 | 0.026 |
| 2020 | -0.104 | 0.076 | 0.022 | 0.063 |
| 2019 | 0.062 | 0.014 | 0.011 | 0.024 |
| 2018 | -0.017 | -0.006 | 0.002 | -0.055 |
| 2017 | 0.020 | 0.003 | 0.008 | 0.007 |
| 2016 | -0.016 | 0.010 | 0.017 | 0.012 |
| 2015 | 0.051 | -0.012 | -0.042 | 0.021 |
| 2014 | 0.006 | 0.023 | 0.004 | 0.022 |
| 2013 | 0.048 | -0.017 | 0.014 | 0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.053 |
| 5 years | 0.021 |
| 10 years | 0.020 |
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/mutual_funds/world/performance
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