Average annual returns
Through 20251 year
4.07%
3 year
2.99%
5 year
0.53%
10 year
1.59%
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.)
5.08%
Sharpe
-2.18
Sortino
-2.07
Max drawdown
-33.36%
Best month
4.18%
Worst month
-3.94%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.