Average annual returns
Through 20251 year
4.08%
3 year
2.86%
5 year
0.57%
10 year
1.65%
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.)
3.95%
Sharpe
0.54
Sortino
0.97
Max drawdown
-9.48%
Best month
4.22%
Worst month
-2.60%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.