Average annual returns
Through 20251 year
3.00%
3 year
6.12%
5 year
1.12%
10 year
2.73%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
6.30%
Sharpe
0.88
Sortino
1.79
Max drawdown
-22.10%
Best month
6.90%
Worst month
-9.82%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.