Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.48%
3 year
5.57%
5 year
-6.12%
10 year
9.26%
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.)
18.14%
Sharpe
0.09
Sortino
0.14
Max drawdown
-56.02%
Best month
27.24%
Worst month
-16.65%
Beta vs VTIAX
0.81
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.