Average annual returns
Through 20251 year
8.01%
3 year
5.67%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
54 months through March 31, 2026Volatility (ann.)
5.52%
Sharpe
0.84
Sortino
1.53
Max drawdown
-15.77%
Best month
4.78%
Worst month
-4.41%
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.