Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | 60 |
| 1 month | -0.004 | 0 | 86 |
| 3 months | 0.044 | 0 | 7 |
| 1 year | 0.059 | 0 | 72 |
| 3 years | 0.046 | 0 | 87 |
| 5 years | 0.001 | 0 | 98 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.017 | — |
| 2023 | 0.076 | — |
| 2022 | -0.173 | — |
| 2021 | 0.019 | — |
| 2020 | 0.063 | — |
| 2019 | 0.138 | — |
| 2018 | -0.041 | — |
| 2017 | 0.059 | — |
| 2016 | 0.115 | — |
| 2015 | 0.027 | — |
| 2014 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | 0.028 | 0.024 | — |
| 2024 | 0.023 | -0.002 | 0.010 | -0.014 |
| 2023 | 0.028 | -0.023 | -0.003 | 0.075 |
| 2022 | -0.064 | -0.078 | -0.071 | 0.030 |
| 2021 | -0.032 | 0.029 | 0.005 | 0.018 |
| 2020 | -0.055 | 0.087 | 0.002 | 0.034 |
| 2019 | 0.057 | 0.039 | 0.042 | -0.005 |
| 2018 | -0.032 | 0.039 | 0.009 | -0.054 |
| 2017 | 0.031 | 0.005 | 0.001 | 0.022 |
| 2016 | 0.032 | 0.032 | 0.058 | -0.011 |
| 2015 | 0.034 | -0.023 | 0.000 | 0.017 |
| 2014 | 0.017 | 0.006 | 0.011 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.046 |
| 5 years | 0.001 |
| 10 years | 0.030 |
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/mutual_funds/world/performance
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