Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.58%
3 year
-50.08%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
45 months through Feb. 28, 2026Volatility (ann.)
46.65%
Sharpe
-0.84
Sortino
-1.00
Max drawdown
-91.25%
Best month
21.91%
Worst month
-32.16%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.