Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.137 | 0.213 | 17 |
| 1 month | 0.028 | -0.020 | 46 |
| 3 months | 0.036 | 0.049 | 21 |
| 1 year | 0.060 | 0.558 | 21 |
| 3 years | 0.107 | 0.111 | 34 |
| 5 years | 0.122 | 0.119 | 36 |
| 10 years | 0.101 | 0.106 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | 0.057 | 0.078 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.107 |
| 5 years | 0.122 |
| 10 years | 0.101 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.