Average annual returns
Through 20251 year
4.64%
3 year
3.34%
5 year
0.99%
10 year
1.83%
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.)
4.07%
Sharpe
0.64
Sortino
1.15
Max drawdown
-8.59%
Best month
4.33%
Worst month
-2.38%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.