Average annual returns
Through 20251 year
128.39%
3 year
39.19%
5 year
19.61%
10 year
18.53%
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.)
25.55%
Sharpe
-0.97
Sortino
-1.13
Max drawdown
-94.76%
Best month
22.63%
Worst month
-15.14%
Beta vs VTIAX
1.17
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.