Average annual returns
Through 20251 year
56.66%
3 year
-9.33%
5 year
-13.41%
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
64 months through Feb. 28, 2026Volatility (ann.)
35.55%
Sharpe
-0.22
Sortino
-0.31
Max drawdown
-72.27%
Best month
26.80%
Worst month
-18.69%
Beta vs VTIAX
0.26
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.