Average annual returns
Through 20251 year
10.61%
3 year
3.85%
5 year
1.00%
10 year
2.36%
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 April 30, 2026Volatility (ann.)
7.12%
Sharpe
0.50
Sortino
0.81
Max drawdown
-13.34%
Best month
5.63%
Worst month
-5.67%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.