Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 66 |
| 1 month | -0.002 | 0 | 44 |
| 3 months | 0.047 | 0 | 42 |
| 1 year | 0.045 | 0 | 62 |
| 3 years | 0.080 | 0 | 63 |
| 5 years | 0.071 | 0 | 35 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.113 | — |
| 2022 | -0.143 | — |
| 2021 | 0.215 | — |
| 2020 | 0.004 | — |
| 2019 | 0.229 | — |
| 2018 | -0.121 | — |
| 2017 | 0.095 | — |
| 2016 | 0.071 | — |
| 2015 | 0.126 | — |
| 2014 | 0.158 | — |
| 2013 | 0.199 | — |
| 2012 | 0.148 | — |
| 2011 | -0.087 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.027 | 0.032 | — |
| 2024 | 0.074 | 0.011 | 0.021 | 0.014 |
| 2023 | 0.051 | 0.025 | -0.027 | 0.062 |
| 2022 | -0.071 | -0.093 | -0.020 | 0.037 |
| 2021 | 0.086 | 0.056 | 0.003 | 0.057 |
| 2020 | -0.223 | 0.147 | 0.018 | 0.107 |
| 2019 | 0.116 | 0.021 | 0.023 | 0.054 |
| 2018 | -0.029 | 0.030 | 0.011 | -0.131 |
| 2017 | 0.058 | -0.014 | 0.028 | 0.021 |
| 2016 | -0.059 | 0.007 | 0.061 | 0.065 |
| 2015 | 0.167 | -0.025 | -0.091 | 0.088 |
| 2014 | 0.013 | 0.041 | 0.043 | 0.053 |
| 2013 | 0.099 | -0.012 | 0.036 | 0.065 |
| 2012 | 0.108 | -0.017 | 0.049 | 0.004 |
| 2011 | -0.014 | -0.025 | -0.142 | 0.107 |
| 2010 | 0.012 | 0.124 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.059 |
| 5 years | 0.058 |
| 10 years | 0.046 |
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/mutual_funds/world/performance
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