Average annual returns
Through 20251 year
12.66%
3 year
15.17%
5 year
8.26%
10 year
9.38%
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 April 30, 2026Volatility (ann.)
9.19%
Sharpe
1.48
Sortino
2.91
Max drawdown
-20.28%
Best month
8.91%
Worst month
-8.67%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.