Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.43%
3 year
9.55%
5 year
4.33%
10 year
6.98%
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.)
15.78%
Sharpe
-1.97
Sortino
-1.77
Max drawdown
-97.39%
Best month
7.77%
Worst month
-23.79%
Beta vs VTIAX
1.07
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.