Average annual returns
Through 20251 year
2.30%
3 year
3.53%
5 year
-0.10%
10 year
1.80%
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.)
6.77%
Sharpe
0.38
Sortino
0.73
Max drawdown
-16.54%
Best month
8.23%
Worst month
-4.15%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.