Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.223 | 0 | 18 |
| 1 month | 0.008 | 0 | 14 |
| 3 months | -0.008 | 0 | 59 |
| 1 year | 0.248 | 0 | 17 |
| 3 years | 0.052 | 0 | 24 |
| 5 years | 0.050 | 0 | 22 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.075 | — |
| 2023 | 0.028 | — |
| 2022 | -0.151 | — |
| 2021 | 0.205 | — |
| 2020 | 0.165 | — |
| 2019 | 0.219 | — |
| 2018 | -0.311 | — |
| 2017 | 0.220 | — |
| 2016 | 0.193 | — |
| 2015 | 0.294 | — |
| 2014 | 0.071 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.045 | 0.214 | -0.051 | — |
| 2024 | -0.014 | -0.049 | 0.046 | -0.056 |
| 2023 | 0.024 | 0.031 | -0.080 | 0.059 |
| 2022 | -0.055 | -0.117 | -0.071 | 0.096 |
| 2021 | 0.077 | 0.039 | 0.034 | 0.041 |
| 2020 | -0.271 | 0.280 | 0.076 | 0.161 |
| 2019 | 0.093 | 0.057 | -0.030 | 0.089 |
| 2018 | -0.034 | -0.018 | -0.076 | -0.215 |
| 2017 | 0.058 | 0.104 | 0.021 | 0.023 |
| 2016 | -0.017 | 0.014 | 0.095 | 0.093 |
| 2015 | 0.157 | 0.013 | -0.002 | 0.107 |
| 2014 | 0.114 | 0.007 | -0.044 | -0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.238 |
| 3 years | 0.049 |
| 5 years | 0.048 |
| 10 years | 0.056 |
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/mutual_funds/world/performance
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