Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.00%
3 year
-1.29%
5 year
-7.87%
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
78 months through Dec. 31, 2025Volatility (ann.)
14.35%
Sharpe
-0.09
Sortino
-0.13
Max drawdown
-44.32%
Best month
15.44%
Worst month
-18.99%
Beta vs VTIAX
0.97
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.