Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.83%
3 year
-13.48%
5 year
-26.61%
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.)
17.74%
Sharpe
-0.68
Sortino
-0.84
Max drawdown
-87.87%
Best month
14.43%
Worst month
-17.86%
Beta vs VTIAX
1.19
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.