Average annual returns
Through 20251 year
8.31%
3 year
6.76%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through March 31, 2026Volatility (ann.)
5.63%
Sharpe
0.92
Sortino
2.01
Max drawdown
-8.96%
Best month
5.62%
Worst month
-3.90%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.