Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 31 |
| 1 month | 0.096 | 0 | 56 |
| 3 months | 0.033 | 0 | 22 |
| 1 year | 0.290 | 0 | 32 |
| 3 years | 0.196 | 0 | 19 |
| 5 years | 0.112 | 0 | 14 |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.210 | — |
| 2024 | 0.186 | — |
| 2023 | 0.237 | — |
| 2022 | -0.182 | — |
| 2021 | 0.217 | — |
| 2020 | 0.158 | — |
| 2019 | 0.276 | — |
| 2018 | -0.089 | — |
| 2017 | 0.222 | — |
| 2016 | 0.073 | — |
| 2015 | -0.011 | — |
| 2014 | 0.048 | — |
| 2013 | 0.263 | — |
| 2012 | 0.156 | — |
| 2011 | -0.058 | — |
| 2010 | 0.114 | — |
| 2009 | 0.295 | — |
| 2008 | -0.408 | — |
| 2007 | 0.087 | — |
| 2006 | 0.198 | — |
| 2005 | 0.092 | — |
| 2004 | 0.143 | — |
| 2003 | 0.330 | — |
| 2002 | -0.203 | — |
| 2001 | -0.174 | — |
| 2000 | -0.133 | — |
| 1999 | 0.261 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.036 | — | — | — |
| 2025 | -0.018 | 0.115 | 0.072 | 0.031 |
| 2024 | 0.088 | 0.027 | 0.063 | -0.002 |
| 2023 | 0.078 | 0.068 | -0.035 | 0.114 |
| 2022 | -0.052 | -0.162 | -0.062 | 0.097 |
| 2021 | 0.049 | 0.077 | 0.000 | 0.077 |
| 2020 | -0.211 | 0.193 | 0.079 | 0.139 |
| 2019 | 0.125 | 0.039 | 0.005 | 0.086 |
| 2018 | -0.013 | 0.017 | 0.049 | -0.135 |
| 2017 | 0.063 | 0.040 | 0.048 | 0.054 |
| 2016 | -0.004 | 0.010 | 0.048 | 0.018 |
| 2015 | 0.023 | 0.003 | -0.085 | 0.054 |
| 2014 | 0.012 | 0.049 | -0.022 | 0.010 |
| 2013 | 0.076 | 0.006 | 0.081 | 0.079 |
| 2012 | 0.115 | -0.051 | 0.066 | 0.024 |
| 2011 | 0.047 | 0.005 | -0.167 | 0.075 |
| 2010 | 0.031 | -0.127 | 0.136 | 0.088 |
| 2009 | -0.120 | 0.206 | 0.173 | 0.040 |
| 2008 | -0.091 | -0.017 | -0.153 | -0.218 |
| 2007 | 0.024 | 0.065 | 0.023 | -0.025 |
| 2006 | 0.065 | -0.005 | 0.044 | 0.083 |
| 2005 | -0.012 | 0.004 | 0.069 | 0.029 |
| 2004 | 0.025 | 0.008 | -0.011 | 0.118 |
| 2003 | -0.052 | 0.171 | 0.049 | 0.142 |
| 2002 | 0.003 | -0.094 | -0.185 | 0.075 |
| 2001 | -0.130 | 0.025 | -0.144 | 0.083 |
| 2000 | 0.010 | -0.036 | -0.049 | -0.063 |
| 1999 | 0.038 | 0.049 | -0.011 | 0.171 |
| 1998 | 0.211 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.290 |
| 3 years | 0.196 |
| 5 years | 0.112 |
| 10 years | 0.125 |
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/mutual_funds/world/performance
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