Average annual returns
Through 20251 year
19.09%
3 year
17.32%
5 year
8.93%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
12.36%
Sharpe
1.39
Sortino
2.70
Max drawdown
-26.04%
Best month
12.46%
Worst month
-16.90%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.