Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.97%
3 year
3.33%
5 year
-4.72%
10 year
3.64%
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.)
23.39%
Sharpe
0.06
Sortino
0.11
Max drawdown
-48.57%
Best month
26.08%
Worst month
-13.93%
Beta vs VTIAX
0.43
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.