Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-35.88%
3 year
-43.91%
5 year
-31.54%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
31.01%
Sharpe
-1.28
Sortino
-1.34
Max drawdown
-97.22%
Best month
28.49%
Worst month
-28.54%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.