Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 94 |
| 1 month | 0.044 | 0 | 79 |
| 3 months | 0.039 | 0 | 85 |
| 1 year | -0.070 | 0 | 94 |
| 3 years | 0.003 | 0 | 46 |
| 5 years | 0.015 | 0 | 56 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | -0.050 | — |
| 2022 | -0.161 | — |
| 2021 | 0.196 | — |
| 2020 | 0.057 | — |
| 2019 | 0.239 | — |
| 2018 | 0.131 | — |
| 2017 | 0.243 | — |
| 2016 | 0.050 | — |
| 2015 | 0.003 | — |
| 2014 | 0.329 | — |
| 2013 | 0.173 | — |
| 2012 | 0.155 | — |
| 2011 | -0.086 | — |
| 2010 | -0.043 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | -0.087 | -0.038 | — |
| 2024 | 0.171 | -0.032 | -0.004 | 0.030 |
| 2023 | 0.001 | 0.061 | -0.115 | 0.011 |
| 2022 | -0.056 | -0.147 | -0.013 | 0.056 |
| 2021 | 0.082 | 0.051 | 0.019 | 0.032 |
| 2020 | -0.160 | 0.104 | 0.071 | 0.065 |
| 2019 | 0.128 | 0.022 | 0.006 | 0.068 |
| 2018 | 0.027 | 0.140 | 0.103 | -0.125 |
| 2017 | 0.103 | 0.061 | 0.022 | 0.040 |
| 2016 | -0.048 | 0.098 | 0.057 | -0.050 |
| 2015 | 0.017 | -0.066 | -0.039 | 0.099 |
| 2014 | 0.049 | 0.033 | 0.047 | 0.171 |
| 2013 | 0.154 | -0.018 | -0.030 | 0.067 |
| 2012 | 0.088 | 0.047 | 0.038 | -0.022 |
| 2011 | 0.038 | -0.050 | -0.097 | 0.026 |
| 2010 | 0.070 | -0.102 | -0.034 | 0.030 |
| 2009 | 0.080 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.116 |
| 3 years | -0.014 |
| 5 years | 0.005 |
| 10 years | 0.066 |
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/mutual_funds/world/performance
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