Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.03%
3 year
78.60%
5 year
25.49%
10 year
42.81%
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
81 months through April 30, 2026Volatility (ann.)
66.73%
Sharpe
0.94
Sortino
2.22
Max drawdown
-75.15%
Best month
68.92%
Worst month
-43.92%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.