Average annual returns
Through 20241 year
9.69%
3 year
4.89%
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
Risk statistics
63 months through Sept. 30, 2025Volatility (ann.)
8.62%
Sharpe
1.36
Sortino
2.86
Max drawdown
-15.55%
Best month
5.02%
Worst month
-5.27%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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