Average annual returns
Through 20251 year
10.62%
3 year
8.07%
5 year
4.01%
10 year
4.20%
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.)
4.42%
Sharpe
1.91
Sortino
4.43
Max drawdown
-9.70%
Best month
4.17%
Worst month
-5.37%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.