Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 18 |
| 1 month | -0.003 | 0 | 69 |
| 3 months | 0.036 | 0 | 35 |
| 1 year | 0.073 | 0 | 19 |
| 3 years | 0.077 | 0 | 27 |
| 5 years | 0.111 | 0 | 1 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.089 | — |
| 2022 | 0.143 | — |
| 2021 | 0.152 | — |
| 2020 | -0.167 | — |
| 2019 | -0.108 | — |
| 2018 | -0.096 | — |
| 2017 | -0.052 | — |
| 2016 | -0.024 | — |
| 2015 | 0.022 | — |
| 2014 | 0.065 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | 0.034 | 0.039 | — |
| 2024 | 0.048 | 0.002 | 0.001 | 0.008 |
| 2023 | 0.042 | 0.013 | 0.000 | 0.032 |
| 2022 | 0.058 | 0.002 | -0.017 | 0.096 |
| 2021 | 0.186 | -0.022 | 0.003 | -0.010 |
| 2020 | -0.365 | 0.149 | -0.007 | 0.149 |
| 2019 | -0.046 | -0.078 | -0.107 | 0.135 |
| 2018 | 0.001 | -0.028 | 0.022 | -0.091 |
| 2017 | 0.008 | -0.021 | -0.010 | -0.029 |
| 2016 | -0.073 | -0.066 | 0.037 | 0.088 |
| 2015 | 0.044 | 0.018 | -0.069 | 0.031 |
| 2014 | 0.014 | 0.014 | 0.046 | -0.010 |
| 2013 | -0.014 | 0.008 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.066 |
| 5 years | 0.104 |
| 10 years | -0.002 |
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/mutual_funds/world/performance
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