Average annual returns
Through 20251 year
-13.08%
3 year
50.78%
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
56 months through April 30, 2026Volatility (ann.)
43.26%
Sharpe
0.68
Sortino
1.37
Max drawdown
-61.20%
Best month
40.67%
Worst month
-26.67%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.