Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.148 | 0.097 | 21 |
| 1 month | 0.006 | 0.009 | 51 |
| 3 months | 0.058 | 0.052 | 15 |
| 1 year | 0.121 | 0.271 | 19 |
| 3 years | 0.155 | 0.110 | 9 |
| 5 years | 0.100 | 0.103 | 8 |
| 10 years | 0.106 | 0.083 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | 0.082 | 0.062 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.133 |
| 5 years | 0.087 |
| 10 years | 0.099 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.