Average annual returns
Through 20251 year
4.02%
3 year
4.94%
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
Risk statistics
41 months through April 30, 2026Volatility (ann.)
4.54%
Sharpe
1.05
Sortino
2.20
Max drawdown
-4.41%
Best month
5.12%
Worst month
-2.22%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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