Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0.130 | 42 |
| 1 month | -0.066 | 0.013 | 45 |
| 3 months | 0.010 | 0.064 | 42 |
| 1 year | 0.174 | 0.533 | 58 |
| 3 years | 0.119 | 0.149 | 25 |
| 5 years | 0.079 | 0.157 | 16 |
| 10 years | 0.102 | 0.093 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.010 | — | — | — |
| 2025 | -0.013 | 0.084 | 0.055 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.174 |
| 3 years | 0.119 |
| 5 years | 0.079 |
| 10 years | 0.102 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.