Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.42%
3 year
-28.44%
5 year
-41.08%
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.)
14.98%
Sharpe
-1.73
Sortino
-1.65
Max drawdown
-96.88%
Best month
8.12%
Worst month
-20.66%
Beta vs VTIAX
1.03
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.