Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.14%
3 year
3.24%
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
53 months through March 31, 2026Volatility (ann.)
26.06%
Sharpe
-0.16
Sortino
-0.21
Max drawdown
-54.20%
Best month
23.56%
Worst month
-17.45%
Beta vs VTIAX
1.71
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.