Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.173 | 0.124 | 44 |
| 1 month | -0.016 | 0.051 | 45 |
| 3 months | 0.073 | 0.103 | 24 |
| 1 year | 0.187 | 0.417 | 27 |
| 3 years | 0.311 | 0.226 | 9 |
| 5 years | 0.143 | 0.220 | 32 |
| 10 years | 0.180 | 0.160 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.133 | 0.195 | 0.109 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.177 |
| 3 years | 0.311 |
| 5 years | 0.143 |
| 10 years | 0.180 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.