Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-35.27%
3 year
-51.48%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
45 months through April 30, 2026Volatility (ann.)
51.40%
Sharpe
-0.81
Sortino
-1.02
Max drawdown
-88.58%
Best month
51.01%
Worst month
-33.29%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.