Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.17%
3 year
1.13%
5 year
6.42%
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
81 months through March 31, 2026Volatility (ann.)
14.81%
Sharpe
0.24
Sortino
0.39
Max drawdown
-25.95%
Best month
10.47%
Worst month
-12.51%
Beta vs VTIAX
0.58
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.