Average annual returns
Through 20251 year
9.75%
3 year
10.52%
5 year
4.73%
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
66 months through March 31, 2026Volatility (ann.)
9.83%
Sharpe
0.93
Sortino
1.58
Max drawdown
-22.44%
Best month
9.09%
Worst month
-7.29%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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