Average annual returns
Through 20251 year
2.58%
3 year
6.94%
5 year
1.55%
10 year
3.05%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
39 months through March 31, 2026Volatility (ann.)
2.01%
Sharpe
2.71
Sortino
8.27
Max drawdown
-2.07%
Best month
5.45%
Worst month
-2.07%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.