Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.37%
3 year
4.45%
5 year
-7.09%
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.)
18.13%
Sharpe
0.03
Sortino
0.04
Max drawdown
-56.77%
Best month
27.13%
Worst month
-16.71%
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.