Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0.097 | 20 |
| 1 month | 0.079 | 0.009 | 8 |
| 3 months | 0.040 | 0.052 | 10 |
| 1 year | 0.252 | 0.271 | 13 |
| 3 years | 0.158 | 0.110 | 11 |
| 5 years | 0.084 | 0.103 | 12 |
| 10 years | 0.110 | 0.083 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.019 | — | — | — |
| 2025 | -0.029 | 0.082 | 0.061 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.208 |
| 3 years | 0.145 |
| 5 years | 0.076 |
| 10 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.