Average annual returns
Through 20251 year
5.38%
3 year
8.71%
5 year
5.13%
10 year
4.91%
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.)
2.50%
Sharpe
2.87
Sortino
9.11
Max drawdown
-16.84%
Best month
4.51%
Worst month
-15.47%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.