Average annual returns
Through 20251 year
8.11%
3 year
3.59%
5 year
6.09%
10 year
3.29%
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.)
4.58%
Sharpe
1.63
Sortino
3.35
Max drawdown
-10.22%
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.