Average annual returns
Through 20251 year
4.69%
3 year
3.98%
5 year
1.22%
10 year
1.91%
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 March 31, 2026Volatility (ann.)
4.08%
Sharpe
0.82
Sortino
1.61
Max drawdown
-9.73%
Best month
4.50%
Worst month
-3.62%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.