Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
96.21%
3 year
46.03%
5 year
-5.69%
10 year
-2.32%
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
78 months through Feb. 28, 2026Volatility (ann.)
49.39%
Sharpe
0.53
Sortino
1.03
Max drawdown
-83.70%
Best month
51.32%
Worst month
-72.11%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.