Average annual returns
Through 20251 year
45.15%
3 year
-15.04%
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
55 months through Feb. 28, 2026Volatility (ann.)
50.84%
Sharpe
-0.24
Sortino
-0.38
Max drawdown
-86.86%
Best month
29.35%
Worst month
-23.87%
Beta vs VTIAX
0.51
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.