Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.39%
3 year
-25.64%
5 year
-35.89%
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.)
18.94%
Sharpe
-1.15
Sortino
-1.30
Max drawdown
-92.56%
Best month
12.60%
Worst month
-16.41%
Beta vs VTIAX
1.12
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.