Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-57.85%
3 year
-50.75%
5 year
-43.02%
10 year
-40.62%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
45.09%
Sharpe
-0.77
Sortino
-0.93
Max drawdown
-95.92%
Best month
47.07%
Worst month
-37.07%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.