Average annual returns
Through 20251 year
18.67%
3 year
16.90%
5 year
8.48%
10 year
9.72%
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.)
12.00%
Sharpe
1.39
Sortino
2.69
Max drawdown
-25.97%
Best month
11.96%
Worst month
-16.02%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.