Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0.204 | 28 |
| 1 month | 0.074 | 0.027 | 34 |
| 3 months | 0.081 | 0.113 | 27 |
| 1 year | 0.074 | 0.368 | 29 |
| 3 years | 0 | 0.108 | — |
| 5 years | 0 | 0.070 | — |
| 10 years | 0 | 0.091 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.023 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | -0.009 | 0.026 | -0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.