Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.099 | 0 | 36 |
| 1 month | -0.007 | 0 | 63 |
| 3 months | 0.044 | 0 | 44 |
| 1 year | -0.115 | 0 | 52 |
| 3 years | 0.029 | 0 | 75 |
| 5 years | 0.093 | 0 | 71 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.153 | — |
| 2022 | -0.038 | — |
| 2021 | 0.292 | — |
| 2020 | 0.050 | — |
| 2019 | 0.129 | — |
| 2018 | -0.062 | — |
| 2017 | 0.272 | — |
| 2016 | -0.026 | — |
| 2015 | 0.099 | — |
| 2014 | 0.521 | — |
| 2013 | -0.064 | — |
| 2012 | 0.290 | — |
| 2011 | -0.366 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.062 | -0.015 | -0.071 | — |
| 2024 | 0.039 | 0.123 | -0.024 | -0.008 |
| 2023 | -0.052 | 0.105 | 0.058 | 0.039 |
| 2022 | -0.014 | -0.077 | 0.119 | -0.055 |
| 2021 | 0.087 | 0.034 | 0.143 | 0.006 |
| 2020 | -0.278 | 0.160 | 0.066 | 0.177 |
| 2019 | 0.103 | 0.010 | -0.003 | 0.017 |
| 2018 | -0.082 | 0.022 | -0.056 | 0.060 |
| 2017 | 0.185 | -0.020 | -0.003 | 0.098 |
| 2016 | -0.099 | 0.074 | 0.076 | -0.064 |
| 2015 | 0.202 | -0.066 | -0.064 | 0.046 |
| 2014 | 0.080 | 0.143 | 0.139 | 0.081 |
| 2013 | 0.002 | -0.067 | -0.096 | 0.108 |
| 2012 | 0.188 | -0.060 | 0.158 | -0.002 |
| 2011 | -0.118 | -0.038 | -0.131 | -0.141 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.155 |
| 3 years | 0.013 |
| 5 years | 0.083 |
| 10 years | 0.067 |
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/mutual_funds/world/performance
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