Average annual returns
Through 20251 year
2.20%
3 year
4.04%
5 year
0.21%
10 year
1.96%
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.)
6.53%
Sharpe
0.45
Sortino
0.87
Max drawdown
-18.47%
Best month
7.45%
Worst month
-6.07%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.