Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0.097 | 63 |
| 1 month | 0.003 | 0.009 | 70 |
| 3 months | 0.022 | 0.052 | 65 |
| 1 year | 0.155 | 0.271 | 31 |
| 3 years | 0.163 | 0.110 | 11 |
| 5 years | 0.090 | 0.103 | 20 |
| 10 years | 0.113 | 0.083 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | 0.082 | 0.061 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.149 |
| 5 years | 0.082 |
| 10 years | 0.109 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.