Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.42%
3 year
18.46%
5 year
-0.40%
10 year
11.11%
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.)
19.88%
Sharpe
-1.29
Sortino
-1.39
Max drawdown
-96.95%
Best month
13.51%
Worst month
-17.50%
Beta vs VTIAX
1.17
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.