Average annual returns
Through 20251 year
6.24%
3 year
0.59%
5 year
11.49%
10 year
6.75%
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.)
14.97%
Sharpe
0.93
Sortino
1.89
Max drawdown
-30.49%
Best month
15.99%
Worst month
-16.15%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.