Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-29.26%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
28 months through Feb. 28, 2026Volatility (ann.)
68.24%
Sharpe
-0.49
Sortino
-0.66
Max drawdown
-78.17%
Best month
42.33%
Worst month
-34.50%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.