Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.587 | 0 | 4 |
| 1 month | 0.314 | 0 | 15 |
| 3 months | 0.468 | 0 | 4 |
| 1 year | 1.579 | 0 | 12 |
| 3 years | 0.538 | 0 | 1 |
| 5 years | 0.291 | 0 | 1 |
| 10 years | 0.240 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.373 | — |
| 2024 | 0.218 | — |
| 2023 | 0.547 | — |
| 2022 | -0.223 | — |
| 2021 | 0.387 | — |
| 2020 | 0.321 | — |
| 2019 | 0.293 | — |
| 2018 | -0.067 | — |
| 2017 | 0.156 | — |
| 2016 | 0.048 | — |
| 2015 | -0.017 | — |
| 2014 | 0.090 | — |
| 2013 | 0.175 | — |
| 2012 | 0.175 | — |
| 2011 | -0.229 | — |
| 2010 | 0.036 | — |
| 2009 | 0.615 | — |
| 2008 | -0.281 | — |
| 2007 | 0.148 | — |
| 2006 | 0.044 | — |
| 2005 | 0.143 | — |
| 2004 | -0.055 | — |
| 2003 | 0.149 | — |
| 2002 | -0.152 | — |
| 2001 | 0.149 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.208 | — | — | — |
| 2025 | -0.140 | 0.140 | 0.219 | 0.149 |
| 2024 | 0.144 | 0.077 | -0.029 | 0.018 |
| 2023 | 0.152 | 0.182 | 0.088 | 0.044 |
| 2022 | -0.044 | -0.173 | -0.035 | 0.017 |
| 2021 | 0.194 | 0.003 | 0.021 | 0.134 |
| 2020 | -0.146 | 0.229 | 0.084 | 0.161 |
| 2019 | 0.102 | -0.012 | 0.100 | 0.080 |
| 2018 | 0.016 | 0.075 | -0.093 | -0.058 |
| 2017 | 0.039 | 0.055 | 0.045 | 0.009 |
| 2016 | 0.032 | -0.025 | 0.072 | -0.028 |
| 2015 | 0.055 | 0.043 | -0.100 | -0.007 |
| 2014 | 0.029 | 0.082 | -0.026 | 0.004 |
| 2013 | 0.063 | 0.015 | 0.042 | 0.046 |
| 2012 | 0.148 | -0.074 | 0.068 | 0.035 |
| 2011 | -0.059 | -0.006 | -0.108 | -0.076 |
| 2010 | -0.027 | -0.047 | 0.114 | 0.003 |
| 2009 | 0.146 | 0.240 | 0.060 | 0.072 |
| 2008 | 0.006 | -0.070 | -0.146 | -0.100 |
| 2007 | 0.022 | 0.046 | 0.178 | -0.088 |
| 2006 | -0.007 | -0.026 | 0.033 | 0.045 |
| 2005 | 0.007 | 0.024 | 0.034 | 0.071 |
| 2004 | 0.084 | -0.098 | -0.032 | -0.002 |
| 2003 | -0.048 | 0.075 | 0.097 | 0.024 |
| 2002 | 0.025 | -0.167 | -0.045 | 0.040 |
| 2001 | 0.165 | -0.070 | -0.156 | 0.256 |
| 2000 | -0.052 | -0.150 | -0.122 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 1.527 |
| 3 years | 0.527 |
| 5 years | 0.286 |
| 10 years | 0.237 |
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/mutual_funds/world/performance
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