Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-50.49%
3 year
-33.43%
5 year
-19.44%
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.)
31.54%
Sharpe
-1.13
Sortino
-1.26
Max drawdown
-91.88%
Best month
23.99%
Worst month
-35.18%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.