Average annual returns
Through 20251 year
31.57%
3 year
18.38%
5 year
11.73%
10 year
10.04%
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.)
9.26%
Sharpe
-3.91
Sortino
-2.33
Max drawdown
-96.16%
Best month
4.34%
Worst month
-16.08%
Beta vs VTIAX
0.74
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.