Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-37.51%
3 year
-40.67%
5 year
-43.14%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
12.63%
Sharpe
-3.27
Sortino
-2.14
Max drawdown
-97.89%
Best month
6.53%
Worst month
-32.02%
Beta vs VTIAX
0.32
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.