Average annual returns
Through 20251 year
18.48%
3 year
6.46%
5 year
9.12%
10 year
5.93%
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 April 30, 2026Volatility (ann.)
11.55%
Sharpe
1.63
Sortino
4.28
Max drawdown
-25.32%
Best month
12.02%
Worst month
-15.86%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.