Average annual returns
Through 20251 year
5.62%
3 year
4.93%
5 year
1.80%
10 year
1.93%
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.)
1.97%
Sharpe
2.23
Sortino
5.48
Max drawdown
-6.41%
Best month
1.48%
Worst month
-1.44%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.