Average annual returns
Through 20251 year
4.31%
3 year
5.35%
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
51 months through Feb. 28, 2026Volatility (ann.)
4.80%
Sharpe
1.12
Sortino
2.00
Max drawdown
-14.37%
Best month
5.21%
Worst month
-5.87%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.