Average annual returns
Through 20251 year
4.53%
3 year
3.94%
5 year
1.41%
10 year
2.03%
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.)
3.47%
Sharpe
0.95
Sortino
1.86
Max drawdown
-8.92%
Best month
3.71%
Worst month
-3.91%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.