Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0.059 | 31 |
| 1 month | 0.020 | 0.006 | 24 |
| 3 months | 0.035 | 0.040 | 38 |
| 1 year | 0.110 | 0.186 | 66 |
| 3 years | 0.093 | 0.086 | 81 |
| 5 years | 0.053 | 0.074 | 47 |
| 10 years | 0.066 | 0.062 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.111 | — |
| 2024 | 0.060 | — |
| 2023 | 0.071 | — |
| 2022 | -0.090 | — |
| 2021 | 0.086 | — |
| 2020 | 0.085 | 0.089 |
| 2019 | 0.165 | 0.148 |
| 2018 | -0.025 | -0.050 |
| 2017 | 0.103 | 0.099 |
| 2016 | 0.082 | 0.066 |
| 2015 | 0.013 | -0.023 |
| 2014 | 0.082 | 0.040 |
| 2013 | 0.093 | 0.072 |
| 2012 | 0.101 | 0.094 |
| 2011 | 0.097 | 0.017 |
| 2010 | 0.107 | 0.100 |
| 2009 | 0.161 | 0.208 |
| 2008 | -0.098 | -0.186 |
| 2007 | 0.058 | 0.045 |
| 2006 | 0.114 | 0.082 |
| 2005 | 0.036 | 0.030 |
| 2004 | 0.077 | 0.055 |
| 2003 | 0.098 | 0.123 |
| 2002 | 0.047 | -0.031 |
| 2001 | — | -0.004 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | 0.027 | 0.032 | 0.020 |
| 2024 | 0.019 | 0.001 | 0.066 | -0.026 |
| 2023 | 0.013 | 0.008 | -0.028 | 0.079 |
| 2022 | -0.036 | -0.067 | -0.052 | 0.067 |
| 2021 | 0.010 | 0.040 | 0.003 | 0.030 |
| 2020 | -0.074 | 0.085 | 0.023 | 0.056 |
| 2019 | 0.068 | 0.036 | 0.028 | 0.024 |
| 2018 | -0.024 | 0.003 | 0.024 | -0.027 |
| 2017 | 0.022 | 0.023 | 0.023 | 0.031 |
| 2016 | 0.038 | 0.037 | 0.011 | -0.006 |
| 2015 | 0.013 | -0.016 | -0.008 | 0.026 |
| 2014 | 0.027 | 0.032 | -0.003 | 0.023 |
| 2013 | 0.040 | -0.005 | 0.018 | 0.038 |
| 2012 | 0.037 | 0.015 | 0.039 | 0.007 |
| 2011 | 0.027 | 0.024 | -0.017 | 0.061 |
| 2010 | 0.028 | -0.010 | 0.072 | 0.015 |
| 2009 | -0.066 | 0.095 | 0.102 | 0.031 |
| 2008 | -0.018 | -0.028 | -0.025 | -0.031 |
| 2007 | 0.019 | 0.010 | 0.024 | 0.003 |
| 2006 | 0.010 | 0.010 | 0.053 | 0.036 |
| 2005 | -0.003 | 0.029 | 0.006 | 0.002 |
| 2004 | 0.022 | -0.014 | 0.032 | 0.036 |
| 2003 | -0.015 | 0.080 | -0.013 | 0.046 |
| 2002 | 0.020 | 0.011 | -0.039 | 0.056 |
| 2001 | 0.019 | 0.012 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.093 |
| 5 years | 0.053 |
| 10 years | 0.066 |
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/mutual_funds/world/performance
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