Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-49.90%
3 year
-32.68%
5 year
-18.58%
10 year
-27.86%
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.)
31.60%
Sharpe
-1.11
Sortino
-1.24
Max drawdown
-91.34%
Best month
24.06%
Worst month
-35.11%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.