Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 5 |
| 1 month | -0.004 | 0 | 87 |
| 3 months | 0.026 | 0 | 28 |
| 1 year | 0.071 | 0 | 6 |
| 3 years | 0.055 | 0 | 29 |
| 5 years | 0.011 | 0 | 70 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.038 | — |
| 2022 | -0.144 | — |
| 2021 | 0.034 | — |
| 2020 | 0.013 | — |
| 2019 | 0.036 | — |
| 2018 | -0.031 | — |
| 2017 | 0.005 | — |
| 2016 | 0.024 | — |
| 2015 | -0.001 | — |
| 2014 | 0.044 | — |
| 2013 | 0.063 | — |
| 2012 | 0.089 | — |
| 2011 | -0.062 | — |
| 2010 | 0.065 | — |
| 2009 | 0.145 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.029 | 0.036 | — |
| 2024 | 0.020 | 0.007 | 0.041 | -0.009 |
| 2023 | 0.011 | -0.001 | -0.027 | 0.056 |
| 2022 | -0.050 | -0.080 | -0.037 | 0.017 |
| 2021 | 0.007 | 0.034 | -0.014 | 0.006 |
| 2020 | -0.048 | 0.042 | -0.007 | 0.029 |
| 2019 | 0.037 | -0.005 | 0.003 | 0.002 |
| 2018 | -0.006 | -0.002 | -0.007 | -0.016 |
| 2017 | 0.014 | -0.013 | -0.002 | 0.006 |
| 2016 | -0.023 | 0.007 | 0.019 | 0.022 |
| 2015 | 0.054 | -0.019 | -0.057 | 0.025 |
| 2014 | 0.015 | 0.022 | 0.004 | 0.003 |
| 2013 | 0.026 | -0.010 | 0.026 | 0.020 |
| 2012 | 0.058 | -0.022 | 0.039 | 0.013 |
| 2011 | 0.002 | -0.013 | -0.074 | 0.024 |
| 2010 | 0.031 | -0.027 | 0.026 | 0.035 |
| 2009 | -0.008 | 0.062 | 0.058 | 0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.041 |
| 5 years | 0.003 |
| 10 years | 0.003 |
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/mutual_funds/world/performance
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