Average annual returns
Through 20251 year
5.90%
3 year
5.82%
5 year
0.31%
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.)
12.88%
Sharpe
0.35
Sortino
0.59
Max drawdown
-32.57%
Best month
13.66%
Worst month
-10.00%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.