Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-49.44%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
24 months through April 30, 2026Volatility (ann.)
45.98%
Sharpe
-1.03
Sortino
-1.15
Max drawdown
-73.13%
Best month
20.57%
Worst month
-34.79%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.