Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0.202 | 40 |
| 1 month | 0.027 | 0.000 | 28 |
| 3 months | 0.076 | 0.044 | 39 |
| 1 year | 0.183 | 0.602 | 48 |
| 3 years | 0.136 | 0.113 | 22 |
| 5 years | 0.071 | 0.139 | 44 |
| 10 years | 0.120 | 0.112 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.088 | — |
| 2024 | 0.142 | — |
| 2023 | 0.182 | — |
| 2022 | -0.176 | — |
| 2021 | 0.177 | — |
| 2020 | 0.191 | 0.110 |
| 2019 | 0.274 | 0.238 |
| 2018 | -0.093 | -0.127 |
| 2017 | 0.162 | 0.123 |
| 2016 | 0.183 | 0.208 |
| 2015 | -0.036 | -0.054 |
| 2014 | 0.075 | 0.038 |
| 2013 | 0.378 | 0.374 |
| 2012 | 0.182 | 0.155 |
| 2011 | -0.027 | -0.041 |
| 2010 | 0.279 | 0.256 |
| 2009 | 0.363 | 0.318 |
| 2008 | -0.360 | -0.366 |
| 2007 | 0.012 | -0.011 |
| 2006 | 0.158 | 0.150 |
| 2005 | 0.075 | 0.067 |
| 2004 | 0.200 | 0.189 |
| 2003 | 0.458 | 0.434 |
| 2002 | -0.199 | -0.162 |
| 2001 | 0.032 | 0.089 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | 0.073 | 0.076 | 0.018 |
| 2024 | 0.075 | -0.041 | 0.090 | 0.017 |
| 2023 | 0.037 | 0.053 | -0.046 | 0.134 |
| 2022 | -0.057 | -0.169 | -0.026 | 0.080 |
| 2021 | 0.102 | 0.056 | -0.026 | 0.039 |
| 2020 | -0.301 | 0.267 | 0.058 | 0.271 |
| 2019 | 0.162 | 0.029 | -0.015 | 0.081 |
| 2018 | -0.002 | 0.062 | 0.048 | -0.183 |
| 2017 | 0.037 | 0.020 | 0.046 | 0.051 |
| 2016 | 0.010 | 0.040 | 0.062 | 0.061 |
| 2015 | 0.048 | -0.006 | -0.103 | 0.031 |
| 2014 | 0.026 | 0.038 | -0.055 | 0.068 |
| 2013 | 0.128 | 0.028 | 0.092 | 0.088 |
| 2012 | 0.130 | -0.034 | 0.055 | 0.028 |
| 2011 | 0.088 | -0.011 | -0.214 | 0.150 |
| 2010 | 0.097 | -0.100 | 0.121 | 0.156 |
| 2009 | -0.135 | 0.242 | 0.219 | 0.041 |
| 2008 | -0.091 | 0.011 | -0.050 | -0.266 |
| 2007 | 0.035 | 0.055 | -0.024 | -0.050 |
| 2006 | 0.122 | -0.047 | -0.002 | 0.085 |
| 2005 | -0.038 | 0.048 | 0.052 | 0.012 |
| 2004 | 0.066 | 0.010 | -0.023 | 0.140 |
| 2003 | -0.045 | 0.222 | 0.086 | 0.149 |
| 2002 | 0.040 | -0.079 | -0.213 | 0.061 |
| 2001 | -0.065 | 0.151 | -0.207 | 0.210 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.183 |
| 3 years | 0.136 |
| 5 years | 0.071 |
| 10 years | 0.120 |
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/mutual_funds/world/performance
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