Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
93.56%
3 year
26.47%
5 year
-8.54%
10 year
2.98%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
47.65%
Sharpe
0.87
Sortino
1.59
Max drawdown
-79.84%
Best month
50.18%
Worst month
-53.07%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.