Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.78%
3 year
8.00%
5 year
—
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
57 months through March 31, 2026Volatility (ann.)
33.61%
Sharpe
0.05
Sortino
0.09
Max drawdown
-59.68%
Best month
36.36%
Worst month
-20.32%
Beta vs VTIAX
-0.07
Correlation
-0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.