Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0.114 | 8 |
| 1 month | 0.030 | 0.010 | 40 |
| 3 months | 0.084 | 0.059 | 8 |
| 1 year | 0.209 | 0.328 | 14 |
| 3 years | 0.062 | 0.118 | 19 |
| 5 years | 0.094 | 0.115 | 21 |
| 10 years | 0.079 | 0.090 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | — | — |
| 2023 | 0.180 | — |
| 2022 | -0.169 | — |
| 2021 | 0.169 | — |
| 2020 | 0.151 | 0.135 |
| 2019 | 0.223 | 0.213 |
| 2018 | -0.061 | -0.079 |
| 2017 | 0.199 | 0.158 |
| 2016 | 0.058 | 0.079 |
| 2015 | -0.013 | -0.028 |
| 2014 | 0.054 | 0.057 |
| 2013 | — | 0.213 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.084 | — | — | — |
| 2023 | 0.058 | 0.046 | -0.033 | 0.102 |
| 2022 | -0.063 | -0.131 | -0.054 | 0.078 |
| 2021 | 0.038 | 0.065 | -0.007 | 0.065 |
| 2020 | -0.162 | 0.164 | 0.070 | 0.101 |
| 2019 | 0.113 | 0.031 | 0.004 | 0.062 |
| 2018 | 0.004 | 0.006 | 0.045 | -0.110 |
| 2017 | 0.063 | 0.039 | 0.045 | 0.039 |
| 2016 | -0.002 | 0.015 | 0.043 | 0.000 |
| 2015 | 0.030 | -0.003 | -0.070 | 0.035 |
| 2014 | 0.013 | 0.036 | -0.014 | 0.019 |
| 2013 | 0.074 | 0.069 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.209 |
| 3 years | 0.062 |
| 5 years | 0.094 |
| 10 years | 0.079 |
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/mutual_funds/world/performance
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