Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
104.37%
3 year
37.62%
5 year
11.85%
10 year
6.89%
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.)
42.40%
Sharpe
0.59
Sortino
0.97
Max drawdown
-73.39%
Best month
55.46%
Worst month
-54.69%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.