Average annual returns
Through 20251 year
27.88%
3 year
1.25%
5 year
-5.45%
10 year
4.59%
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.)
24.17%
Sharpe
-0.03
Sortino
-0.05
Max drawdown
-56.43%
Best month
21.85%
Worst month
-24.31%
Beta vs VTIAX
1.09
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.