Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0.004 | 64 |
| 1 month | 0.004 | 0.000 | 89 |
| 3 months | 0.012 | 0.006 | 56 |
| 1 year | 0.054 | 0.027 | 50 |
| 3 years | 0.063 | 0.034 | 14 |
| 5 years | 0.031 | 0.024 | 16 |
| 10 years | 0.027 | 0.020 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.059 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.016 | 0.015 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.063 |
| 5 years | 0.031 |
| 10 years | 0.027 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.