Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.34%
3 year
15.55%
5 year
0.21%
10 year
8.98%
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.)
22.31%
Sharpe
-1.22
Sortino
-1.37
Max drawdown
-97.45%
Best month
22.66%
Worst month
-18.60%
Beta vs VTIAX
1.19
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.