Average annual returns
Through 20251 year
24.06%
3 year
19.71%
5 year
10.42%
10 year
—
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.)
11.44%
Sharpe
1.44
Sortino
2.66
Max drawdown
-25.73%
Best month
12.00%
Worst month
-13.70%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.