Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 81 |
| 1 month | -0.029 | 0 | 72 |
| 3 months | 0.034 | 0 | 60 |
| 1 year | 0.053 | 0 | 70 |
| 3 years | 0.083 | 0 | — |
| 5 years | 0.067 | 0 | — |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.093 | — |
| 2022 | -0.146 | — |
| 2021 | 0.189 | — |
| 2020 | 0.158 | — |
| 2019 | 0.095 | — |
| 2018 | -0.150 | — |
| 2017 | 0.173 | — |
| 2016 | 0.194 | — |
| 2015 | -0.019 | — |
| 2014 | 0.181 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.092 | 0.031 | 0.067 | — |
| 2024 | 0.056 | 0.035 | 0.042 | 0.010 |
| 2023 | 0.024 | 0.020 | 0.017 | 0.029 |
| 2022 | -0.098 | -0.075 | 0.042 | -0.018 |
| 2021 | 0.063 | 0.081 | 0.022 | 0.012 |
| 2020 | -0.251 | 0.262 | 0.082 | 0.133 |
| 2019 | 0.063 | 0.016 | -0.021 | 0.035 |
| 2018 | -0.060 | 0.019 | -0.066 | -0.050 |
| 2017 | 0.097 | 0.012 | -0.019 | 0.076 |
| 2016 | -0.006 | 0.085 | 0.125 | -0.016 |
| 2015 | 0.055 | -0.057 | -0.071 | 0.061 |
| 2014 | 0.035 | 0.049 | 0.103 | -0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.083 |
| 5 years | 0.067 |
| 10 years | 0.072 |
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/mutual_funds/world/performance
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