Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.153 | 0.044 | 37 |
| 1 month | 0.032 | -0.040 | 21 |
| 3 months | 0.044 | 0.041 | 38 |
| 1 year | 0.091 | 0.144 | 33 |
| 3 years | 0.104 | 0.060 | 70 |
| 5 years | 0.124 | 0.092 | 51 |
| 10 years | 0.100 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | 0.027 | 0.061 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.104 |
| 5 years | 0.124 |
| 10 years | 0.100 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.