Average annual returns
Through 20251 year
10.81%
3 year
8.34%
5 year
4.29%
10 year
4.46%
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.)
4.37%
Sharpe
2.01
Sortino
4.83
Max drawdown
-9.46%
Best month
4.16%
Worst month
-5.38%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.