Average annual returns
Through 20251 year
8.18%
3 year
5.76%
5 year
1.89%
10 year
4.53%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
8.98%
Sharpe
1.21
Sortino
2.51
Max drawdown
-17.68%
Best month
8.00%
Worst month
-7.74%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.