Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.01%
3 year
-2.98%
5 year
-35.67%
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.)
66.83%
Sharpe
-0.10
Sortino
-0.19
Max drawdown
-94.91%
Best month
87.22%
Worst month
-41.92%
Beta vs VTIAX
2.96
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.