Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-51.29%
3 year
-33.85%
5 year
-19.00%
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.)
32.02%
Sharpe
-0.94
Sortino
-1.10
Max drawdown
-91.47%
Best month
23.93%
Worst month
-35.05%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.