Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.82%
3 year
-28.35%
5 year
-37.87%
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.)
20.55%
Sharpe
-1.25
Sortino
-1.34
Max drawdown
-93.47%
Best month
14.50%
Worst month
-18.19%
Beta vs VTIAX
1.21
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.