Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.071 | 0 | — |
| 1 year | 0.109 | 0 | — |
| 3 years | 0.179 | 0 | — |
| 5 years | 0.133 | 0 | — |
| 10 years | 0.115 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.320 | — |
| 2023 | 0.190 | — |
| 2022 | -0.149 | — |
| 2021 | 0.236 | — |
| 2020 | 0.127 | — |
| 2019 | 0.208 | — |
| 2018 | 0.009 | — |
| 2017 | 0.101 | — |
| 2016 | 0.046 | — |
| 2015 | 0.178 | — |
| 2014 | 0.200 | — |
| 2013 | 0.361 | — |
| 2012 | 0.102 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.043 | 0.094 | — |
| 2024 | 0.125 | 0.046 | 0.037 | 0.082 |
| 2023 | 0.065 | 0.055 | -0.019 | 0.081 |
| 2022 | -0.064 | -0.140 | 0.005 | 0.052 |
| 2021 | 0.039 | 0.061 | 0.021 | 0.098 |
| 2020 | -0.124 | 0.144 | 0.060 | 0.061 |
| 2019 | 0.102 | 0.012 | 0.022 | 0.060 |
| 2018 | 0.013 | 0.047 | 0.050 | -0.093 |
| 2017 | 0.046 | -0.005 | -0.002 | 0.060 |
| 2016 | -0.064 | 0.020 | 0.043 | 0.051 |
| 2015 | 0.095 | -0.020 | -0.003 | 0.100 |
| 2014 | 0.049 | 0.007 | 0.053 | 0.078 |
| 2013 | 0.118 | 0.058 | 0.017 | 0.132 |
| 2012 | 0.096 | -0.014 | 0.019 | 0.001 |
| 2011 | -0.015 | -0.076 | 0.085 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.179 |
| 5 years | 0.133 |
| 10 years | 0.115 |
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/mutual_funds/world/performance
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