Average annual returns
Through 20251 year
6.71%
3 year
4.53%
5 year
-0.47%
10 year
1.97%
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.)
5.49%
Sharpe
0.62
Sortino
1.06
Max drawdown
-17.01%
Best month
4.42%
Worst month
-4.41%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.