Average annual returns
Through 20251 year
4.00%
3 year
2.50%
5 year
0.13%
10 year
1.30%
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.)
5.36%
Sharpe
-2.20
Sortino
-2.09
Max drawdown
-34.79%
Best month
4.43%
Worst month
-4.26%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.