Average annual returns
Through 20251 year
4.83%
3 year
4.76%
5 year
1.34%
10 year
2.90%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
5.47%
Sharpe
0.94
Sortino
2.03
Max drawdown
-13.79%
Best month
6.39%
Worst month
-5.25%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.