Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.153 | 0 | 76 |
| 1 month | 0.016 | 0 | 9 |
| 3 months | 0.038 | 0 | 65 |
| 1 year | 0.123 | 0 | 73 |
| 3 years | 0.138 | 0 | 73 |
| 5 years | 0.079 | 0 | 70 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.165 | — |
| 2022 | -0.121 | — |
| 2021 | 0.065 | — |
| 2020 | 0.088 | — |
| 2019 | 0.223 | — |
| 2018 | -0.091 | — |
| 2017 | 0.279 | — |
| 2016 | 0.070 | — |
| 2015 | 0.054 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | 0.031 | 0.049 | — |
| 2024 | 0.043 | 0.002 | 0.091 | -0.016 |
| 2023 | 0.075 | 0.033 | -0.034 | 0.086 |
| 2022 | -0.028 | -0.089 | -0.100 | 0.104 |
| 2021 | 0.037 | 0.050 | -0.052 | 0.032 |
| 2020 | -0.176 | 0.147 | 0.041 | 0.106 |
| 2019 | 0.114 | 0.027 | -0.006 | 0.075 |
| 2018 | -0.018 | -0.006 | 0.034 | -0.099 |
| 2017 | 0.087 | 0.079 | 0.030 | 0.059 |
| 2016 | 0.025 | 0.020 | 0.054 | -0.028 |
| 2015 | 0.010 | 0.016 | -0.043 | 0.073 |
| 2014 | 0.035 | -0.033 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.123 |
| 3 years | 0.138 |
| 5 years | 0.079 |
| 10 years | 0.088 |
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/mutual_funds/world/performance
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