Average annual returns
Through 20251 year
28.45%
3 year
38.15%
5 year
12.49%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
24 months through April 30, 2026Volatility (ann.)
24.54%
Sharpe
1.58
Sortino
3.29
Max drawdown
-20.12%
Best month
20.92%
Worst month
-11.62%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.