Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-70.05%
3 year
-55.64%
5 year
-63.26%
10 year
-53.02%
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.)
51.10%
Sharpe
-1.42
Sortino
-1.31
Max drawdown
-99.91%
Best month
42.30%
Worst month
-35.20%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.