Average annual returns
Through 20251 year
42.36%
3 year
-2.10%
5 year
-12.37%
10 year
5.47%
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.)
25.54%
Sharpe
-0.11
Sortino
-0.16
Max drawdown
-68.75%
Best month
31.59%
Worst month
-20.67%
Beta vs VTIAX
1.84
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.