Average annual returns
Through 20251 year
8.02%
3 year
4.62%
5 year
-0.01%
10 year
1.30%
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 March 31, 2026Volatility (ann.)
6.28%
Sharpe
0.62
Sortino
1.05
Max drawdown
-16.51%
Best month
5.25%
Worst month
-4.57%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.