Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.204 | 0.053 | 9 |
| 1 month | -0.022 | -0.042 | 99 |
| 3 months | 0.044 | 0.039 | 71 |
| 1 year | 0.136 | 0.203 | 41 |
| 3 years | 0.210 | 0.065 | 17 |
| 5 years | 0.145 | 0.118 | 38 |
| 10 years | 0.124 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.110 | 0.239 | 0.087 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.186 |
| 5 years | 0.132 |
| 10 years | 0.117 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.