Average annual returns
Through 20251 year
3.54%
3 year
2.26%
5 year
-0.01%
10 year
1.23%
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.)
5.26%
Sharpe
-2.26
Sortino
-2.13
Max drawdown
-35.11%
Best month
4.42%
Worst month
-4.07%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.