Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.594 | 0 | 50 |
| 1 month | 0.060 | 0 | 36 |
| 3 months | 0.297 | 0 | 49 |
| 1 year | 0.645 | 0 | 43 |
| 3 years | 0.385 | 0 | 26 |
| 5 years | 0.287 | 0 | 4 |
| 10 years | 0.172 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.401 | — |
| 2023 | 0.219 | — |
| 2022 | 0.147 | — |
| 2021 | 0.066 | — |
| 2020 | 0.180 | — |
| 2019 | 0.163 | — |
| 2018 | -0.036 | — |
| 2017 | 0.075 | — |
| 2016 | 0.056 | — |
| 2015 | -0.110 | — |
| 2014 | 0.131 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.137 | 0.017 | 0.190 | — |
| 2024 | 0.147 | 0.116 | 0.006 | 0.088 |
| 2023 | 0.101 | 0.049 | 0.009 | 0.046 |
| 2022 | 0.135 | 0.046 | -0.023 | -0.012 |
| 2021 | -0.038 | 0.043 | -0.002 | 0.066 |
| 2020 | 0.062 | 0.091 | 0.046 | -0.026 |
| 2019 | 0.018 | 0.055 | 0.058 | 0.024 |
| 2018 | -0.032 | -0.020 | -0.029 | 0.047 |
| 2017 | 0.028 | -0.003 | 0.039 | 0.009 |
| 2016 | 0.088 | -0.024 | -0.018 | 0.012 |
| 2015 | -0.006 | 0.003 | -0.066 | -0.045 |
| 2014 | 0.053 | -0.001 | 0.000 | 0.075 |
| 2013 | 0.100 | -0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.553 |
| 3 years | 0.360 |
| 5 years | 0.273 |
| 10 years | 0.166 |
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/mutual_funds/world/performance
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