Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.72%
3 year
-13.81%
5 year
-24.30%
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.)
13.82%
Sharpe
-0.97
Sortino
-1.09
Max drawdown
-85.89%
Best month
9.73%
Worst month
-17.47%
Beta vs VTIAX
1.11
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.