Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.87%
3 year
-26.80%
5 year
-34.70%
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 March 31, 2026Volatility (ann.)
20.14%
Sharpe
-1.18
Sortino
-1.24
Max drawdown
-92.58%
Best month
13.24%
Worst month
-18.10%
Beta vs VTIAX
1.46
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.