Average annual returns
Through 20251 year
15.24%
3 year
10.79%
5 year
-0.26%
10 year
7.28%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
10.37%
Sharpe
0.83
Sortino
1.44
Max drawdown
-38.45%
Best month
17.69%
Worst month
-13.82%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.