Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.66%
3 year
-0.52%
5 year
14.66%
10 year
-4.45%
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.)
30.49%
Sharpe
0.50
Sortino
0.88
Max drawdown
-72.24%
Best month
44.26%
Worst month
-55.07%
Beta vs VTIAX
1.00
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.