Average annual returns
Through 20251 year
2.47%
3 year
4.27%
5 year
0.22%
10 year
2.29%
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 March 31, 2026Volatility (ann.)
6.28%
Sharpe
0.51
Sortino
0.97
Max drawdown
-19.07%
Best month
7.08%
Worst month
-7.37%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.