Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.95%
3 year
-28.11%
5 year
-41.95%
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.)
17.35%
Sharpe
-1.59
Sortino
-1.53
Max drawdown
-97.25%
Best month
7.61%
Worst month
-23.51%
Beta vs VTIAX
1.32
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.