Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.117 | 0.124 | 82 |
| 1 month | -0.016 | 0.051 | 49 |
| 3 months | -0.008 | 0.103 | 93 |
| 1 year | 0.084 | 0.417 | 82 |
| 3 years | 0.204 | 0.226 | 76 |
| 5 years | 0.123 | 0.220 | 56 |
| 10 years | 0.136 | 0.160 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | 0.177 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.204 |
| 5 years | 0.123 |
| 10 years | 0.136 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.