Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 72 |
| 1 month | 0.003 | 0 | 70 |
| 3 months | -0.006 | 0 | 69 |
| 1 year | 0.089 | 0 | 31 |
| 3 years | 0.092 | 0 | 37 |
| 5 years | 0.076 | 0 | 40 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.075 | — |
| 2024 | 0.087 | — |
| 2023 | 0.111 | — |
| 2022 | 0.025 | — |
| 2021 | 0.092 | — |
| 2020 | 0.118 | — |
| 2019 | 0.092 | — |
| 2018 | 0.026 | — |
| 2017 | 0.126 | — |
| 2016 | 0.102 | — |
| 2015 | 0.050 | — |
| 2014 | 0.184 | — |
| 2013 | 0.044 | — |
| 2012 | 0.154 | — |
| 2011 | -0.042 | — |
| 2010 | 0.082 | — |
| 2009 | 0.291 | — |
| 2008 | -0.133 | — |
| 2007 | 0.228 | — |
| 2006 | 0.133 | — |
| 2005 | 0.149 | — |
| 2004 | 0.036 | — |
| 2003 | 0.356 | — |
| 2002 | 0.153 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | 0.043 | -0.006 | 0.027 |
| 2024 | 0.027 | 0.038 | 0.042 | -0.021 |
| 2023 | -0.001 | 0.049 | 0.019 | 0.041 |
| 2022 | 0.002 | -0.041 | 0.038 | 0.027 |
| 2021 | 0.013 | 0.031 | 0.047 | -0.002 |
| 2020 | -0.078 | 0.082 | 0.032 | 0.085 |
| 2019 | 0.033 | 0.027 | 0.004 | 0.026 |
| 2018 | -0.013 | 0.005 | 0.004 | 0.030 |
| 2017 | 0.043 | 0.033 | 0.016 | 0.029 |
| 2016 | 0.009 | 0.041 | 0.050 | -0.001 |
| 2015 | 0.034 | 0.001 | 0.007 | 0.007 |
| 2014 | 0.034 | 0.068 | 0.029 | 0.043 |
| 2013 | 0.002 | 0.025 | -0.027 | 0.045 |
| 2012 | 0.054 | 0.022 | 0.044 | 0.027 |
| 2011 | -0.005 | -0.003 | -0.025 | -0.008 |
| 2010 | 0.009 | 0.026 | 0.040 | 0.005 |
| 2009 | 0.013 | 0.166 | 0.062 | 0.029 |
| 2008 | -0.093 | -0.050 | 0.009 | -0.002 |
| 2007 | -0.012 | 0.056 | 0.073 | 0.098 |
| 2006 | 0.061 | -0.035 | 0.072 | 0.032 |
| 2005 | -0.002 | 0.029 | 0.069 | 0.046 |
| 2004 | -0.001 | -0.064 | 0.033 | 0.072 |
| 2003 | -0.022 | 0.112 | 0.120 | 0.113 |
| 2002 | 0.102 | -0.008 | -0.010 | 0.064 |
| 2001 | 0.028 | -0.006 | 0.071 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.092 |
| 5 years | 0.076 |
| 10 years | 0.088 |
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/mutual_funds/world/performance
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