Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0 | 30 |
| 1 month | 0.021 | 0 | 9 |
| 3 months | 0.073 | 0 | 21 |
| 1 year | 0.063 | 0 | 39 |
| 3 years | 0.204 | 0 | 23 |
| 5 years | 0.212 | 0 | 45 |
| 10 years | 0.166 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.251 | — |
| 2023 | 0.330 | — |
| 2022 | 0.042 | — |
| 2021 | 0.324 | — |
| 2020 | 0.153 | — |
| 2019 | 0.125 | — |
| 2018 | -0.083 | — |
| 2017 | 0.417 | — |
| 2016 | 0.122 | — |
| 2015 | 0.067 | — |
| 2014 | 0.462 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.084 | -0.029 | — |
| 2024 | 0.033 | 0.184 | 0.093 | -0.064 |
| 2023 | -0.044 | 0.124 | 0.091 | 0.134 |
| 2022 | -0.036 | -0.077 | 0.125 | 0.041 |
| 2021 | 0.102 | 0.134 | 0.096 | -0.033 |
| 2020 | -0.281 | 0.221 | 0.069 | 0.229 |
| 2019 | 0.064 | -0.007 | 0.013 | 0.052 |
| 2018 | -0.085 | -0.019 | -0.001 | 0.022 |
| 2017 | 0.156 | 0.032 | 0.056 | 0.126 |
| 2016 | -0.023 | 0.092 | 0.108 | -0.050 |
| 2015 | 0.064 | -0.014 | -0.005 | 0.022 |
| 2014 | 0.049 | 0.203 | 0.076 | 0.076 |
| 2013 | 0.033 | 0.001 | 0.115 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.204 |
| 5 years | 0.212 |
| 10 years | 0.166 |
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/mutual_funds/world/performance
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