Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.01%
3 year
12.48%
5 year
3.39%
10 year
6.34%
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
78 months through Jan. 31, 2026Volatility (ann.)
16.47%
Sharpe
-1.74
Sortino
-1.66
Max drawdown
-97.26%
Best month
6.46%
Worst month
-18.37%
Beta vs VTIAX
1.18
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.