Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | — |
| 1 month | -0.010 | 0 | — |
| 3 months | 0.051 | 0 | — |
| 1 year | -0.016 | 0 | — |
| 3 years | 0.168 | 0 | — |
| 5 years | 0.184 | 0 | — |
| 10 years | 0.140 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.277 | — |
| 2023 | 0.265 | — |
| 2022 | 0.010 | — |
| 2021 | 0.304 | — |
| 2020 | 0.143 | — |
| 2019 | 0.012 | — |
| 2018 | -0.084 | — |
| 2017 | 0.456 | — |
| 2016 | 0.082 | — |
| 2015 | 0.067 | — |
| 2014 | 0.434 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | 0.096 | -0.014 | — |
| 2024 | 0.137 | 0.179 | 0.078 | -0.116 |
| 2023 | -0.103 | 0.156 | 0.030 | 0.184 |
| 2022 | -0.022 | -0.110 | 0.165 | -0.004 |
| 2021 | 0.052 | 0.126 | 0.102 | -0.002 |
| 2020 | -0.249 | 0.215 | 0.043 | 0.201 |
| 2019 | 0.006 | -0.034 | 0.011 | 0.028 |
| 2018 | -0.073 | -0.015 | -0.030 | 0.034 |
| 2017 | 0.182 | 0.048 | 0.051 | 0.119 |
| 2016 | -0.056 | 0.090 | 0.123 | -0.064 |
| 2015 | 0.036 | 0.017 | -0.006 | 0.019 |
| 2014 | 0.039 | 0.220 | 0.033 | 0.094 |
| 2013 | 0.036 | -0.029 | 0.150 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.168 |
| 5 years | 0.184 |
| 10 years | 0.140 |
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/mutual_funds/world/performance
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