Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.87%
3 year
29.55%
5 year
-7.97%
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
81 months through April 30, 2026Volatility (ann.)
47.53%
Sharpe
0.39
Sortino
0.62
Max drawdown
-79.95%
Best month
42.94%
Worst month
-45.72%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.