Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 43 |
| 1 month | 0.024 | 0 | 10 |
| 3 months | 0.046 | 0 | 31 |
| 1 year | 0.019 | 0 | 37 |
| 3 years | 0.113 | 0 | 20 |
| 5 years | 0.126 | 0 | 18 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.146 | — |
| 2022 | -0.115 | — |
| 2021 | 0.334 | — |
| 2020 | -0.052 | — |
| 2019 | 0.269 | — |
| 2018 | -0.185 | — |
| 2017 | 0.045 | — |
| 2016 | 0.141 | — |
| 2015 | 0.120 | — |
| 2014 | 0.163 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | 0.016 | 0.091 | — |
| 2024 | 0.114 | -0.014 | 0.055 | 0.054 |
| 2023 | 0.047 | 0.039 | -0.008 | 0.062 |
| 2022 | -0.037 | -0.105 | 0.005 | 0.023 |
| 2021 | 0.187 | 0.038 | 0.016 | 0.066 |
| 2020 | -0.318 | 0.182 | 0.020 | 0.155 |
| 2019 | 0.160 | -0.011 | 0.041 | 0.063 |
| 2018 | -0.058 | 0.053 | -0.001 | -0.179 |
| 2017 | 0.032 | -0.025 | 0.016 | 0.023 |
| 2016 | -0.044 | 0.010 | 0.053 | 0.121 |
| 2015 | 0.188 | -0.017 | -0.087 | 0.050 |
| 2014 | 0.037 | 0.042 | 0.012 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.113 |
| 5 years | 0.126 |
| 10 years | 0.068 |
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/mutual_funds/world/performance
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