Average annual returns
Through 20251 year
8.44%
3 year
4.57%
5 year
-2.25%
10 year
1.67%
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.)
7.53%
Sharpe
0.42
Sortino
0.66
Max drawdown
-25.78%
Best month
5.63%
Worst month
-5.71%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.