Average annual returns
Through 20251 year
17.30%
3 year
17.10%
5 year
8.96%
10 year
10.04%
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.)
12.46%
Sharpe
1.40
Sortino
2.73
Max drawdown
-25.80%
Best month
12.38%
Worst month
-16.85%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.