Average annual returns
Through 20251 year
4.59%
3 year
3.38%
5 year
0.91%
10 year
1.37%
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.)
3.08%
Sharpe
0.93
Sortino
1.82
Max drawdown
-7.96%
Best month
3.37%
Worst month
-2.16%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.