Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
121.37%
3 year
81.36%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
44 months through April 30, 2026Volatility (ann.)
64.89%
Sharpe
1.34
Sortino
3.11
Max drawdown
-44.73%
Best month
75.16%
Worst month
-31.77%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.