Average annual returns
Through 20251 year
6.86%
3 year
5.97%
5 year
2.52%
10 year
4.09%
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.)
3.44%
Sharpe
1.47
Sortino
3.00
Max drawdown
-8.79%
Best month
2.95%
Worst month
-6.54%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.