Average annual returns
Through 20251 year
5.98%
3 year
9.32%
5 year
4.58%
10 year
5.52%
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.)
2.83%
Sharpe
2.88
Sortino
10.44
Max drawdown
-16.72%
Best month
4.08%
Worst month
-4.87%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.