Average annual returns
Through 20251 year
54.45%
3 year
—
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
Risk statistics
24 months through March 31, 2026Volatility (ann.)
35.11%
Sharpe
0.99
Sortino
1.87
Max drawdown
-22.10%
Best month
33.89%
Worst month
-22.10%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.