Average annual returns
Through 20251 year
4.24%
3 year
3.32%
5 year
0.99%
10 year
1.40%
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.)
5.25%
Sharpe
-3.22
Sortino
-2.31
Max drawdown
-84.14%
Best month
0.75%
Worst month
-5.14%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.