Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | -0.007 | 0 | — |
| 1 year | 0.096 | 0 | — |
| 3 years | 0.123 | 0 | — |
| 5 years | 0.111 | 0 | — |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.061 | — |
| 2024 | 0.145 | — |
| 2023 | 0.167 | — |
| 2022 | 0.053 | — |
| 2021 | 0.185 | — |
| 2020 | 0.124 | — |
| 2019 | -0.010 | — |
| 2018 | -0.011 | — |
| 2017 | 0.170 | — |
| 2016 | 0.101 | — |
| 2015 | 0.053 | — |
| 2014 | 0.231 | — |
| 2013 | 0.049 | — |
| 2012 | 0.184 | — |
| 2011 | -0.072 | — |
| 2010 | 0.095 | — |
| 2009 | 0.301 | — |
| 2008 | -0.154 | — |
| 2007 | 0.227 | — |
| 2006 | 0.090 | — |
| 2005 | 0.218 | — |
| 2004 | 0.093 | — |
| 2003 | 0.292 | — |
| 2002 | 0.114 | — |
| 2001 | -0.068 | — |
| 2000 | -0.051 | — |
| 1999 | 0.343 | — |
| 1998 | 0.031 | — |
| 1997 | 0.245 | — |
| 1996 | 0.165 | — |
| 1995 | 0.016 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.052 | -0.017 | 0.034 |
| 2024 | 0.036 | 0.064 | 0.059 | -0.019 |
| 2023 | -0.003 | 0.070 | 0.034 | 0.057 |
| 2022 | 0.006 | -0.029 | 0.046 | 0.031 |
| 2021 | 0.044 | 0.062 | 0.069 | 0.000 |
| 2020 | -0.120 | 0.107 | 0.045 | 0.103 |
| 2019 | 0.021 | -0.039 | -0.014 | 0.023 |
| 2018 | -0.017 | -0.003 | -0.005 | 0.013 |
| 2017 | 0.059 | 0.035 | 0.019 | 0.047 |
| 2016 | -0.009 | 0.060 | 0.050 | -0.002 |
| 2015 | 0.026 | -0.005 | 0.023 | 0.009 |
| 2014 | 0.032 | 0.101 | 0.041 | 0.040 |
| 2013 | -0.013 | 0.020 | -0.018 | 0.061 |
| 2012 | 0.080 | 0.008 | 0.041 | 0.044 |
| 2011 | 0.080 | -0.081 | -0.027 | -0.039 |
| 2010 | 0.016 | 0.031 | 0.042 | 0.003 |
| 2009 | 0.012 | 0.160 | 0.078 | 0.029 |
| 2008 | -0.094 | -0.052 | 0.009 | -0.024 |
| 2007 | -0.011 | 0.070 | 0.058 | 0.096 |
| 2006 | 0.099 | -0.052 | 0.047 | -0.002 |
| 2005 | 0.029 | 0.025 | 0.091 | 0.058 |
| 2004 | -0.030 | -0.048 | 0.103 | 0.074 |
| 2003 | -0.015 | 0.081 | 0.069 | 0.135 |
| 2002 | 0.022 | 0.015 | 0.007 | 0.066 |
| 2001 | -0.052 | -0.070 | 0.013 | 0.044 |
| 2000 | 0.066 | -0.101 | -0.007 | -0.003 |
| 1999 | 0.091 | 0.074 | 0.116 | 0.027 |
| 1998 | 0.037 | -0.063 | 0.061 | 0 |
| 1997 | 0.083 | 0.087 | 0.024 | 0.034 |
| 1996 | 0.007 | 0.082 | 0.018 | 0.051 |
| 1995 | — | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.123 |
| 5 years | 0.111 |
| 10 years | 0.102 |
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/mutual_funds/world/performance
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