Average annual returns
Through 20251 year
4.81%
3 year
—
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
25 months through April 30, 2026Volatility (ann.)
35.17%
Sharpe
0.04
Sortino
0.08
Max drawdown
-25.35%
Best month
37.14%
Worst month
-19.45%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.