Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.66%
3 year
-2.00%
5 year
-26.88%
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.)
55.79%
Sharpe
-0.03
Sortino
-0.06
Max drawdown
-92.37%
Best month
70.70%
Worst month
-29.59%
Beta vs VTIAX
0.76
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.