Average annual returns
Through 20251 year
59.85%
3 year
29.88%
5 year
14.39%
10 year
12.04%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
16.27%
Sharpe
1.86
Sortino
3.94
Max drawdown
-23.79%
Best month
12.08%
Worst month
-11.15%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.