Average annual returns
Through 20251 year
18.09%
3 year
16.37%
5 year
8.17%
10 year
9.49%
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.)
11.55%
Sharpe
1.40
Sortino
2.71
Max drawdown
-25.55%
Best month
11.65%
Worst month
-15.56%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.