Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.98%
3 year
-11.09%
5 year
-20.75%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
13.91%
Sharpe
-0.78
Sortino
-0.90
Max drawdown
-85.62%
Best month
14.65%
Worst month
-21.54%
Beta vs VTIAX
1.04
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.