Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.15%
3 year
5.23%
5 year
-6.40%
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 March 31, 2026Volatility (ann.)
18.12%
Sharpe
0.07
Sortino
0.11
Max drawdown
-56.22%
Best month
27.21%
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.