Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.261 | 0 | 55 |
| 1 month | -0.041 | 0 | 85 |
| 3 months | 0.058 | 0 | 79 |
| 1 year | 0.259 | 0 | 56 |
| 3 years | 0.108 | 0 | 70 |
| 5 years | 0.021 | 0 | 60 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | -0.026 | — |
| 2022 | -0.194 | — |
| 2021 | -0.052 | — |
| 2020 | 0.372 | — |
| 2019 | 0.222 | — |
| 2018 | -0.147 | — |
| 2017 | 0.484 | — |
| 2016 | 0.108 | — |
| 2015 | -0.069 | — |
| 2014 | 0.046 | — |
| 2013 | 0.052 | — |
| 2012 | 0.225 | — |
| 2011 | -0.212 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.091 | 0.153 | — |
| 2024 | 0.012 | 0.059 | 0.103 | -0.062 |
| 2023 | 0.024 | -0.047 | -0.061 | 0.063 |
| 2022 | -0.086 | -0.062 | -0.165 | 0.127 |
| 2021 | 0.071 | -0.007 | -0.096 | -0.013 |
| 2020 | -0.138 | 0.191 | 0.092 | 0.224 |
| 2019 | 0.113 | -0.001 | -0.039 | 0.144 |
| 2018 | 0.029 | -0.043 | -0.045 | -0.093 |
| 2017 | 0.163 | 0.105 | 0.066 | 0.083 |
| 2016 | 0.013 | 0.010 | 0.156 | -0.063 |
| 2015 | 0.055 | 0.030 | -0.168 | 0.031 |
| 2014 | -0.017 | 0.080 | -0.007 | -0.009 |
| 2013 | 0.003 | -0.067 | 0.026 | 0.095 |
| 2012 | 0.089 | -0.035 | 0.073 | 0.087 |
| 2011 | -0.032 | -0.020 | -0.198 | 0.035 |
| 2010 | 0.008 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.161 |
| 3 years | 0.078 |
| 5 years | 0.005 |
| 10 years | 0.084 |
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/mutual_funds/world/performance
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