Average annual returns
Through 20251 year
8.21%
3 year
4.84%
5 year
-0.17%
10 year
1.49%
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.)
6.38%
Sharpe
0.64
Sortino
1.10
Max drawdown
-17.70%
Best month
5.30%
Worst month
-5.33%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.