Average annual returns
Through 20251 year
4.33%
3 year
3.74%
5 year
1.22%
10 year
1.82%
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.)
3.47%
Sharpe
0.89
Sortino
1.71
Max drawdown
-9.11%
Best month
3.69%
Worst month
-3.92%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.