Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.92%
3 year
14.37%
5 year
8.55%
10 year
1.61%
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.)
18.01%
Sharpe
0.52
Sortino
0.71
Max drawdown
-46.42%
Best month
14.17%
Worst month
-35.75%
Beta vs VTIAX
0.34
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.