Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
54.61%
3 year
64.02%
5 year
6.77%
10 year
38.39%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
125.23%
Sharpe
0.87
Sortino
2.70
Max drawdown
-87.05%
Best month
164.27%
Worst month
-53.48%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.