Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | 61 |
| 1 month | 0.002 | 0 | 69 |
| 3 months | 0.052 | 0 | 63 |
| 1 year | 0.118 | 0 | 50 |
| 3 years | 0.116 | 0 | 70 |
| 5 years | 0.078 | 0 | 62 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.103 | — |
| 2022 | -0.111 | — |
| 2021 | 0.126 | — |
| 2020 | 0.025 | — |
| 2019 | 0.149 | — |
| 2018 | -0.066 | — |
| 2017 | 0.068 | — |
| 2016 | 0.051 | — |
| 2015 | 0.027 | — |
| 2014 | 0.076 | — |
| 2013 | 0.206 | — |
| 2012 | 0.095 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.043 | 0.064 | — |
| 2024 | 0.060 | 0.012 | 0.049 | 0.019 |
| 2023 | 0.045 | 0.011 | -0.017 | 0.062 |
| 2022 | -0.047 | -0.111 | -0.005 | 0.055 |
| 2021 | 0.028 | 0.052 | 0.007 | 0.034 |
| 2020 | -0.173 | 0.112 | 0.044 | 0.067 |
| 2019 | 0.070 | 0.019 | 0.010 | 0.043 |
| 2018 | -0.016 | 0.011 | 0.005 | -0.066 |
| 2017 | 0.030 | 0.005 | 0.003 | 0.028 |
| 2016 | -0.020 | 0.011 | 0.045 | 0.015 |
| 2015 | 0.056 | -0.011 | -0.044 | 0.028 |
| 2014 | 0.033 | 0.018 | 0.008 | 0.015 |
| 2013 | 0.066 | 0.023 | 0.038 | 0.066 |
| 2012 | 0.065 | -0.023 | 0.024 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.116 |
| 5 years | 0.078 |
| 10 years | 0.056 |
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/mutual_funds/world/performance
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