Average annual returns
Through 20251 year
7.36%
3 year
6.48%
5 year
3.35%
10 year
3.06%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
33 months through March 31, 2026Volatility (ann.)
2.72%
Sharpe
2.32
Sortino
5.01
Max drawdown
-1.36%
Best month
1.93%
Worst month
-1.36%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.