Average annual returns
Through 20241 year
6.78%
3 year
3.76%
5 year
3.54%
10 year
4.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through March 31, 2026Volatility (ann.)
3.14%
Sharpe
1.36
Sortino
2.14
Max drawdown
-16.41%
Best month
4.26%
Worst month
-15.77%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.