Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
46.88%
3 year
-12.24%
5 year
-13.56%
10 year
5.73%
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
78 months through Feb. 28, 2026Volatility (ann.)
34.14%
Sharpe
-0.27
Sortino
-0.37
Max drawdown
-73.67%
Best month
25.92%
Worst month
-29.74%
Beta vs VTIAX
2.31
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.