Average annual returns
Through 20251 year
13.65%
3 year
16.70%
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
59 months through April 30, 2026Volatility (ann.)
8.28%
Sharpe
1.90
Sortino
4.57
Max drawdown
-9.31%
Best month
6.28%
Worst month
-6.06%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.