Average annual returns
Through 20241 year
8.02%
3 year
0.42%
5 year
6.81%
10 year
8.11%
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.)
15.50%
Sharpe
-1.89
Sortino
-1.76
Max drawdown
-97.13%
Best month
6.58%
Worst month
-17.58%
Beta vs VTIAX
1.09
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.