Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
94.91%
3 year
9.11%
5 year
-3.11%
10 year
-12.73%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
49.49%
Sharpe
0.52
Sortino
1.02
Max drawdown
-96.21%
Best month
51.31%
Worst month
-92.12%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.