Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.166 | 0.053 | 47 |
| 1 month | -0.008 | -0.042 | 91 |
| 3 months | 0.049 | 0.039 | 62 |
| 1 year | 0.144 | 0.203 | 28 |
| 3 years | 0.212 | 0.065 | 14 |
| 5 years | 0.149 | 0.118 | 27 |
| 10 years | 0.140 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | 0.115 | 0.077 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.144 |
| 3 years | 0.212 |
| 5 years | 0.149 |
| 10 years | 0.140 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.