Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-38.03%
3 year
-38.88%
5 year
-40.58%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
4.82%
Sharpe
-8.19
Sortino
-2.65
Max drawdown
-95.98%
Best month
1.16%
Worst month
-7.97%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.