Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.61%
3 year
—
5 year
—
10 year
—
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
81 months through March 31, 2026Volatility (ann.)
15.72%
Sharpe
-2.09
Sortino
-1.79
Max drawdown
-97.25%
Best month
5.78%
Worst month
-17.02%
Beta vs VTIAX
1.12
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.