Average annual returns
Through 20251 year
4.59%
3 year
3.99%
5 year
0.85%
10 year
2.20%
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.)
5.20%
Sharpe
0.59
Sortino
1.09
Max drawdown
-13.05%
Best month
5.69%
Worst month
-3.65%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.