Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-27.26%
3 year
-29.62%
5 year
-23.92%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
23.05%
Sharpe
-1.04
Sortino
-1.23
Max drawdown
-89.89%
Best month
20.16%
Worst month
-24.82%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.