Average annual returns
Through 20251 year
4.61%
3 year
4.37%
5 year
0.85%
10 year
2.13%
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.)
4.68%
Sharpe
0.73
Sortino
1.33
Max drawdown
-14.33%
Best month
4.93%
Worst month
-6.32%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.