Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-10.67%
3 year
1.77%
5 year
-6.26%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
15.19%
Sharpe
-0.24
Sortino
-0.33
Max drawdown
-46.58%
Best month
12.88%
Worst month
-24.79%
Beta vs VTIAX
0.74
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.