Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
81.79%
3 year
—
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
2025 onward derived from N-PORT monthly returnsRisk statistics
34 months through March 31, 2026Volatility (ann.)
38.20%
Sharpe
-0.24
Sortino
-0.34
Max drawdown
-69.29%
Best month
20.54%
Worst month
-25.84%
Beta vs VTIAX
1.75
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.