Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.25%
3 year
8.29%
5 year
-1.30%
10 year
3.74%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
16.49%
Sharpe
0.01
Sortino
0.01
Max drawdown
-41.36%
Best month
13.74%
Worst month
-15.25%
Beta vs VTIAX
1.07
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.