Average annual returns
Through 20251 year
4.26%
3 year
4.03%
5 year
1.23%
10 year
2.34%
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.)
4.28%
Sharpe
0.84
Sortino
1.63
Max drawdown
-11.47%
Best month
4.78%
Worst month
-4.64%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.