Average annual returns
Through 20251 year
4.35%
3 year
4.09%
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
42 months through March 31, 2026Volatility (ann.)
3.20%
Sharpe
1.12
Sortino
2.33
Max drawdown
-3.24%
Best month
3.64%
Worst month
-1.59%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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