Average annual returns
Through 20251 year
4.71%
3 year
3.63%
5 year
0.95%
10 year
1.97%
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.)
7.94%
Sharpe
-3.14
Sortino
-2.24
Max drawdown
-93.40%
Best month
1.60%
Worst month
-7.55%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.