Average annual returns
Through 20251 year
13.35%
3 year
12.60%
5 year
5.92%
10 year
7.35%
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.)
9.10%
Sharpe
1.36
Sortino
2.50
Max drawdown
-21.23%
Best month
8.17%
Worst month
-12.01%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.