Average annual returns
Through 20251 year
10.68%
3 year
4.41%
5 year
-4.14%
10 year
3.68%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
15.79%
Sharpe
-0.17
Sortino
-0.23
Max drawdown
-43.33%
Best month
13.46%
Worst month
-12.17%
Beta vs VTIAX
1.17
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.