Average annual returns
Through 20251 year
7.51%
3 year
4.21%
5 year
-0.94%
10 year
1.94%
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.)
5.84%
Sharpe
0.51
Sortino
0.84
Max drawdown
-18.82%
Best month
4.29%
Worst month
-4.61%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.