Average annual returns
Through 20251 year
22.48%
3 year
16.90%
5 year
10.44%
10 year
7.70%
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.)
7.78%
Sharpe
2.19
Sortino
4.85
Max drawdown
-20.80%
Best month
7.83%
Worst month
-13.91%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.