Average annual returns
Through 20251 year
3.32%
3 year
4.50%
5 year
-0.92%
10 year
4.77%
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.)
19.15%
Sharpe
-0.30
Sortino
-0.39
Max drawdown
-40.44%
Best month
22.33%
Worst month
-29.38%
Beta vs VTIAX
0.97
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.