Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.134 | 0 | 34 |
| 1 month | -0.002 | 0 | 57 |
| 3 months | 0.077 | 0 | 28 |
| 1 year | 0.128 | 0 | 30 |
| 3 years | 0.207 | 0 | 34 |
| 5 years | 0.148 | 0 | 29 |
| 10 years | 0.138 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.337 | — |
| 2023 | 0.227 | — |
| 2022 | -0.148 | — |
| 2021 | 0.231 | — |
| 2020 | 0.186 | — |
| 2019 | 0.237 | — |
| 2018 | 0.022 | — |
| 2017 | 0.126 | — |
| 2016 | 0.091 | — |
| 2015 | 0.181 | — |
| 2014 | 0.211 | — |
| 2013 | 0.430 | — |
| 2012 | 0.121 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.051 | 0.106 | — |
| 2024 | 0.122 | 0.041 | 0.049 | 0.090 |
| 2023 | 0.071 | 0.061 | -0.010 | 0.091 |
| 2022 | -0.065 | -0.148 | 0.026 | 0.042 |
| 2021 | 0.044 | 0.067 | 0.019 | 0.084 |
| 2020 | -0.143 | 0.180 | 0.071 | 0.096 |
| 2019 | 0.115 | 0.018 | 0.021 | 0.067 |
| 2018 | 0.016 | 0.060 | 0.050 | -0.096 |
| 2017 | 0.045 | 0.003 | 0.004 | 0.070 |
| 2016 | -0.054 | 0.021 | 0.059 | 0.067 |
| 2015 | 0.107 | -0.016 | -0.012 | 0.096 |
| 2014 | 0.052 | 0.010 | 0.047 | 0.088 |
| 2013 | 0.137 | 0.063 | 0.043 | 0.136 |
| 2012 | 0.095 | -0.009 | 0.022 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.207 |
| 5 years | 0.148 |
| 10 years | 0.138 |
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/mutual_funds/world/performance
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