Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 59 |
| 1 month | 0.003 | 0 | 53 |
| 3 months | 0.033 | 0 | 58 |
| 1 year | 0.061 | 0 | 64 |
| 3 years | 0.068 | 0 | 54 |
| 5 years | 0.041 | 0 | 43 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.075 | — |
| 2022 | -0.105 | — |
| 2021 | 0.079 | — |
| 2020 | 0.084 | — |
| 2019 | 0.137 | — |
| 2018 | -0.041 | — |
| 2017 | 0.093 | — |
| 2016 | 0.061 | — |
| 2015 | 0.046 | — |
| 2014 | 0.093 | — |
| 2013 | 0.173 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.016 | 0.031 | — |
| 2024 | 0.020 | 0.010 | 0.046 | 0.005 |
| 2023 | 0.032 | 0.002 | -0.030 | 0.073 |
| 2022 | -0.051 | -0.083 | -0.006 | 0.035 |
| 2021 | 0.007 | 0.033 | 0.000 | 0.036 |
| 2020 | -0.100 | 0.104 | 0.032 | 0.058 |
| 2019 | 0.077 | 0.020 | 0.010 | 0.025 |
| 2018 | -0.006 | 0.020 | 0.001 | -0.055 |
| 2017 | 0.031 | 0.013 | 0.005 | 0.041 |
| 2016 | -0.006 | 0.017 | 0.045 | 0.005 |
| 2015 | 0.065 | -0.015 | -0.034 | 0.032 |
| 2014 | 0.036 | 0.023 | 0.010 | 0.022 |
| 2013 | 0.052 | -0.001 | 0.041 | 0.072 |
| 2012 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.068 |
| 5 years | 0.041 |
| 10 years | 0.051 |
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/mutual_funds/world/performance
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