Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
59.97%
3 year
42.24%
5 year
15.93%
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
78 months through April 30, 2026Volatility (ann.)
71.36%
Sharpe
0.73
Sortino
1.44
Max drawdown
-84.12%
Best month
86.03%
Worst month
-74.82%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.