Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-38.05%
3 year
-37.69%
5 year
-44.04%
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.)
14.22%
Sharpe
-2.75
Sortino
-2.04
Max drawdown
-97.98%
Best month
7.47%
Worst month
-28.12%
Beta vs VTIAX
0.78
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.