Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.26%
3 year
-31.60%
5 year
-37.95%
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 March 31, 2026Volatility (ann.)
15.34%
Sharpe
-1.98
Sortino
-1.73
Max drawdown
-92.24%
Best month
15.51%
Worst month
-18.95%
Beta vs VTIAX
1.14
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.