Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.133 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | 0.077 | 0 | — |
| 1 year | 0.108 | 0 | — |
| 3 years | 0.053 | 0 | — |
| 5 years | 0.058 | 0 | — |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.008 | — |
| 2022 | -0.006 | — |
| 2021 | 0.107 | — |
| 2020 | 0.004 | — |
| 2019 | 0.074 | — |
| 2018 | -0.028 | — |
| 2017 | -0.020 | — |
| 2016 | 0.214 | — |
| 2015 | 0.001 | — |
| 2014 | 0.117 | — |
| 2013 | 0.111 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | -0.014 | 0.103 | — |
| 2024 | 0.046 | 0.007 | -0.011 | 0.010 |
| 2023 | -0.004 | -0.015 | 0.013 | 0.014 |
| 2022 | 0.003 | 0.000 | 0.000 | -0.009 |
| 2021 | 0.028 | 0.030 | 0.008 | 0.037 |
| 2020 | -0.070 | 0.083 | -0.021 | 0.019 |
| 2019 | 0.030 | 0.023 | 0.032 | -0.012 |
| 2018 | -0.056 | 0.055 | 0.026 | -0.049 |
| 2017 | 0.009 | -0.038 | -0.006 | 0.016 |
| 2016 | 0.046 | 0.082 | 0.042 | 0.029 |
| 2015 | 0.046 | -0.054 | -0.025 | 0.038 |
| 2014 | 0.022 | 0.002 | 0.031 | 0.059 |
| 2013 | 0.118 | 0.003 | -0.022 | 0.014 |
| 2012 | 0.015 | -0.007 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.042 |
| 5 years | 0.051 |
| 10 years | 0.048 |
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/mutual_funds/world/performance
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