Average annual returns
Through 20251 year
3.84%
3 year
3.19%
5 year
0.79%
10 year
1.37%
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.)
3.81%
Sharpe
0.71
Sortino
1.44
Max drawdown
-8.64%
Best month
4.06%
Worst month
-2.94%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.