Average annual returns
Through 20241 year
5.57%
3 year
-11.66%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
41 months through April 30, 2025Volatility (ann.)
18.78%
Sharpe
-0.28
Sortino
-0.38
Max drawdown
-42.00%
Best month
10.87%
Worst month
-12.77%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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