Average annual returns
Through 20251 year
8.40%
3 year
7.03%
5 year
2.15%
10 year
3.71%
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.)
5.79%
Sharpe
1.08
Sortino
1.84
Max drawdown
-14.97%
Best month
4.57%
Worst month
-4.95%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.