Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.48%
3 year
29.51%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
42 months through March 31, 2026Volatility (ann.)
62.23%
Sharpe
0.34
Sortino
0.69
Max drawdown
-51.44%
Best month
55.41%
Worst month
-27.83%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.