Average annual returns
Through 20251 year
7.08%
3 year
4.87%
5 year
-0.26%
10 year
1.95%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
5.38%
Sharpe
0.97
Sortino
1.80
Max drawdown
-17.00%
Best month
4.41%
Worst month
-4.47%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.