Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0.005 | 40 |
| 1 month | 0.003 | 0.001 | 55 |
| 3 months | 0.028 | 0.011 | 81 |
| 1 year | 0.032 | 0.025 | 21 |
| 3 years | 0.031 | 0.038 | 53 |
| 5 years | 0.006 | 0.022 | 32 |
| 10 years | 0.018 | 0.032 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.005 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.031 |
| 5 years | 0.006 |
| 10 years | 0.018 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.