Average annual returns
Through 20251 year
3.82%
3 year
2.61%
5 year
0.33%
10 year
1.40%
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.)
5.14%
Sharpe
-2.24
Sortino
-2.11
Max drawdown
-34.37%
Best month
4.17%
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.