Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
92.06%
3 year
0.24%
5 year
4.69%
10 year
9.31%
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
81 months through March 31, 2026Volatility (ann.)
36.88%
Sharpe
0.11
Sortino
0.17
Max drawdown
-67.97%
Best month
34.96%
Worst month
-22.09%
Beta vs VTIAX
1.54
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.