Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 6 |
| 1 month | 0.002 | 0 | 11 |
| 3 months | 0.028 | 0 | 9 |
| 1 year | 0.035 | 0 | 3 |
| 3 years | 0.046 | 0 | 3 |
| 5 years | 0.001 | 0 | 3 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.068 | — |
| 2022 | -0.119 | — |
| 2021 | -0.021 | — |
| 2020 | 0.081 | — |
| 2019 | 0.063 | — |
| 2018 | 0.000 | — |
| 2017 | 0.018 | — |
| 2016 | 0.009 | — |
| 2015 | 0.019 | — |
| 2014 | 0.074 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | -0.005 | 0.016 | — |
| 2024 | -0.011 | 0.010 | 0.045 | 0.001 |
| 2023 | 0.030 | -0.005 | -0.038 | 0.084 |
| 2022 | -0.072 | -0.057 | 0.005 | 0.003 |
| 2021 | -0.048 | 0.018 | -0.004 | 0.014 |
| 2020 | -0.006 | 0.070 | 0.009 | 0.007 |
| 2019 | 0.039 | 0.024 | 0.010 | -0.010 |
| 2018 | -0.001 | 0.002 | -0.012 | 0.010 |
| 2017 | 0.012 | 0.008 | -0.020 | 0.019 |
| 2016 | 0.010 | 0.025 | 0.011 | -0.035 |
| 2015 | 0.037 | -0.019 | -0.003 | 0.004 |
| 2014 | 0.026 | 0.017 | 0.007 | 0.022 |
| 2013 | -0.029 | -0.002 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.046 |
| 5 years | 0.001 |
| 10 years | 0.018 |
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/mutual_funds/world/performance
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