Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | 45 |
| 1 month | 0.071 | 0 | 36 |
| 3 months | 0.176 | 0 | 21 |
| 1 year | 0.061 | 0 | 42 |
| 3 years | 0.052 | 0 | 22 |
| 5 years | 0.059 | 0 | 35 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.015 | — |
| 2022 | -0.015 | — |
| 2021 | 0.135 | — |
| 2020 | 0.229 | — |
| 2019 | 0.223 | — |
| 2018 | 0.077 | — |
| 2017 | 0.082 | — |
| 2016 | 0.109 | — |
| 2015 | 0.109 | — |
| 2014 | 0.279 | — |
| 2013 | 0.375 | — |
| 2012 | 0.114 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | -0.065 | 0.036 | — |
| 2024 | 0.116 | 0.005 | -0.033 | -0.046 |
| 2023 | -0.021 | 0.031 | 0.001 | 0.005 |
| 2022 | -0.017 | -0.027 | 0.030 | -0.001 |
| 2021 | -0.002 | 0.087 | 0.011 | 0.034 |
| 2020 | -0.037 | 0.172 | 0.042 | 0.046 |
| 2019 | 0.068 | 0.045 | 0.014 | 0.080 |
| 2018 | -0.056 | 0.125 | 0.109 | -0.086 |
| 2017 | 0.061 | 0.038 | -0.019 | 0.002 |
| 2016 | -0.049 | 0.126 | 0.027 | 0.008 |
| 2015 | 0.129 | -0.060 | -0.062 | 0.114 |
| 2014 | 0.054 | 0.033 | 0.090 | 0.077 |
| 2013 | 0.215 | 0.040 | 0.015 | 0.072 |
| 2012 | 0.046 | 0.023 | 0.053 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.052 |
| 5 years | 0.059 |
| 10 years | 0.099 |
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/mutual_funds/world/performance
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