Average annual returns
Through 20251 year
2.62%
3 year
4.06%
5 year
0.59%
10 year
2.45%
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.)
6.43%
Sharpe
0.47
Sortino
0.91
Max drawdown
-14.92%
Best month
7.36%
Worst month
-4.47%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.