Average annual returns
Through 20251 year
5.09%
3 year
3.57%
5 year
0.71%
10 year
2.03%
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 April 30, 2026Volatility (ann.)
5.20%
Sharpe
0.60
Sortino
1.10
Max drawdown
-11.61%
Best month
5.92%
Worst month
-3.36%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.