Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.05%
3 year
8.52%
5 year
-0.20%
10 year
9.53%
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.)
18.50%
Sharpe
-0.04
Sortino
-0.06
Max drawdown
-41.34%
Best month
14.48%
Worst month
-16.07%
Beta vs VTIAX
1.14
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.