Average annual returns
Through 20251 year
33.65%
3 year
7.27%
5 year
-8.27%
10 year
4.44%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
32.08%
Sharpe
0.19
Sortino
0.32
Max drawdown
-69.42%
Best month
31.25%
Worst month
-21.04%
Beta vs VTIAX
1.37
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.