Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.01%
3 year
8.55%
5 year
-1.08%
10 year
3.99%
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.)
16.51%
Sharpe
0.02
Sortino
0.03
Max drawdown
-41.20%
Best month
13.74%
Worst month
-15.29%
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.