Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
62.02%
3 year
18.80%
5 year
41.93%
10 year
37.01%
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.)
62.87%
Sharpe
1.73
Sortino
4.24
Max drawdown
-73.46%
Best month
42.68%
Worst month
-34.57%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.