Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.93%
3 year
14.61%
5 year
—
10 year
—
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
50 months through March 31, 2026Volatility (ann.)
17.41%
Sharpe
0.23
Sortino
0.33
Max drawdown
-30.34%
Best month
9.45%
Worst month
-11.68%
Beta vs VTIAX
0.16
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.