Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.213 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | 0.040 | 0 | — |
| 1 year | 0.221 | 0 | — |
| 3 years | 0.173 | 0 | — |
| 5 years | 0.135 | 0 | — |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.241 | — |
| 2022 | -0.135 | — |
| 2021 | 0.294 | — |
| 2020 | -0.027 | — |
| 2019 | 0.250 | — |
| 2018 | -0.158 | — |
| 2017 | 0.114 | — |
| 2016 | 0.036 | — |
| 2015 | 0.169 | — |
| 2014 | 0.054 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.071 | 0.083 | 0.030 | — |
| 2024 | 0.079 | 0.016 | 0.026 | -0.013 |
| 2023 | 0.134 | 0.025 | -0.012 | 0.081 |
| 2022 | -0.074 | -0.123 | -0.042 | 0.111 |
| 2021 | 0.163 | 0.041 | 0.020 | 0.048 |
| 2020 | -0.268 | 0.212 | -0.004 | 0.101 |
| 2019 | 0.127 | 0.031 | 0.020 | 0.054 |
| 2018 | -0.040 | 0.012 | 0.017 | -0.148 |
| 2017 | 0.051 | 0.030 | 0.037 | -0.008 |
| 2016 | -0.039 | -0.059 | 0.061 | 0.080 |
| 2015 | 0.182 | -0.018 | -0.081 | 0.096 |
| 2014 | 0.067 | 0.002 | -0.019 | 0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.160 |
| 3 years | 0.153 |
| 5 years | 0.123 |
| 10 years | 0.073 |
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/mutual_funds/world/performance
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