Average annual returns
Through 20251 year
-10.70%
3 year
51.67%
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
54 months through March 31, 2026Volatility (ann.)
57.49%
Sharpe
0.26
Sortino
0.48
Max drawdown
-73.62%
Best month
46.52%
Worst month
-40.89%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.