Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-49.82%
3 year
-33.73%
5 year
-27.06%
10 year
-31.62%
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.)
56.47%
Sharpe
-0.52
Sortino
-0.65
Max drawdown
-96.01%
Best month
47.47%
Worst month
-56.03%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.