Average annual returns
Through 20251 year
3.69%
3 year
3.90%
5 year
0.76%
10 year
2.59%
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 April 30, 2026Volatility (ann.)
4.85%
Sharpe
0.73
Sortino
1.40
Max drawdown
-13.78%
Best month
5.31%
Worst month
-5.83%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.