Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.45%
3 year
3.61%
5 year
-3.40%
10 year
—
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.)
27.86%
Sharpe
0.05
Sortino
0.08
Max drawdown
-57.29%
Best month
29.44%
Worst month
-19.06%
Beta vs VTIAX
0.11
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.