Average annual returns
Through 20251 year
2.60%
3 year
2.93%
5 year
-0.26%
10 year
1.33%
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.)
5.83%
Sharpe
0.35
Sortino
0.64
Max drawdown
-14.36%
Best month
6.57%
Worst month
-3.81%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.