Average annual returns
Through 20251 year
7.82%
3 year
3.31%
5 year
5.81%
10 year
3.04%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
4.53%
Sharpe
1.57
Sortino
3.20
Max drawdown
-10.32%
Best month
3.54%
Worst month
-6.74%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.