Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.93%
3 year
0.79%
5 year
-8.22%
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.)
29.90%
Sharpe
0.01
Sortino
0.02
Max drawdown
-59.04%
Best month
26.71%
Worst month
-20.81%
Beta vs VTIAX
0.15
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.