Average annual returns
Through 20251 year
13.94%
3 year
10.22%
5 year
4.63%
10 year
5.16%
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.)
8.23%
Sharpe
1.19
Sortino
2.08
Max drawdown
-19.97%
Best month
6.93%
Worst month
-11.25%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.