Average annual returns
Through 20241 year
2.40%
3 year
-14.78%
5 year
—
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
61 months through April 30, 2025Volatility (ann.)
26.50%
Sharpe
-0.18
Sortino
-0.29
Max drawdown
-49.98%
Best month
24.27%
Worst month
-16.58%
Beta vs VTIAX
0.63
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.