Average annual returns
Through 20251 year
21.42%
3 year
3.80%
5 year
-4.30%
10 year
2.54%
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.)
14.01%
Sharpe
-0.04
Sortino
-0.05
Max drawdown
-37.05%
Best month
9.75%
Worst month
-16.64%
Beta vs VTIAX
0.95
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.