Average annual returns
Through 20251 year
11.33%
3 year
15.51%
5 year
8.33%
10 year
9.55%
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.)
8.97%
Sharpe
1.34
Sortino
2.49
Max drawdown
-19.07%
Best month
8.71%
Worst month
-9.58%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.