Average annual returns
Through 20251 year
5.14%
3 year
4.60%
5 year
1.59%
10 year
2.73%
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.)
4.48%
Sharpe
0.86
Sortino
1.62
Max drawdown
-10.42%
Best month
4.64%
Worst month
-3.73%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.