Average annual returns
Through 20251 year
9.45%
3 year
10.18%
5 year
10.90%
10 year
8.80%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
63 months through March 31, 2026Volatility (ann.)
10.43%
Sharpe
-4.64
Sortino
-2.29
Max drawdown
-96.20%
Best month
1.39%
Worst month
-13.35%
Beta vs VTIAX
0.09
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.