Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.64%
3 year
2.90%
5 year
0.62%
10 year
7.78%
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
75 months through March 31, 2026Volatility (ann.)
21.88%
Sharpe
-0.01
Sortino
-0.02
Max drawdown
-33.16%
Best month
15.11%
Worst month
-18.07%
Beta vs VTIAX
0.44
Correlation
0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.