Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 72 |
| 1 month | 0.001 | 0 | 63 |
| 3 months | 0.024 | 0 | 60 |
| 1 year | 0.061 | 0 | 73 |
| 3 years | 0.071 | 0 | 44 |
| 5 years | 0.025 | 0 | 52 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.095 | — |
| 2022 | -0.133 | — |
| 2021 | 0.037 | — |
| 2020 | 0.055 | — |
| 2019 | 0.118 | — |
| 2018 | -0.029 | — |
| 2017 | 0.074 | — |
| 2016 | 0.025 | — |
| 2015 | -0.006 | — |
| 2014 | 0.012 | — |
| 2013 | 0.055 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.035 | 0.024 | — |
| 2024 | 0.019 | 0.008 | 0.042 | -0.008 |
| 2023 | 0.032 | 0.013 | -0.022 | 0.070 |
| 2022 | -0.044 | -0.076 | -0.036 | 0.019 |
| 2021 | -0.004 | 0.024 | 0.001 | 0.017 |
| 2020 | -0.041 | 0.042 | 0.022 | 0.032 |
| 2019 | 0.052 | 0.030 | 0.020 | 0.012 |
| 2018 | -0.009 | 0.001 | 0.011 | -0.032 |
| 2017 | 0.020 | 0.017 | 0.017 | 0.018 |
| 2016 | -0.002 | 0.006 | 0.024 | -0.004 |
| 2015 | 0.014 | -0.004 | -0.037 | 0.022 |
| 2014 | 0.009 | 0.014 | -0.011 | 0.001 |
| 2013 | 0.020 | -0.015 | 0.025 | 0.024 |
| 2012 | 0.034 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.049 |
| 5 years | 0.012 |
| 10 years | 0.028 |
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/mutual_funds/world/performance
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