Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-40.58%
3 year
-23.73%
5 year
-47.03%
10 year
-39.84%
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
78 months through Feb. 28, 2026Volatility (ann.)
56.19%
Sharpe
-0.67
Sortino
-0.87
Max drawdown
-98.63%
Best month
32.41%
Worst month
-43.34%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.