Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.48%
3 year
8.00%
5 year
-11.90%
10 year
1.23%
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.)
33.58%
Sharpe
-0.01
Sortino
-0.01
Max drawdown
-67.37%
Best month
45.51%
Worst month
-27.30%
Beta vs VTIAX
0.17
Correlation
0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.