Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.06%
3 year
-0.71%
5 year
10.28%
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.)
30.34%
Sharpe
0.49
Sortino
0.86
Max drawdown
-69.76%
Best month
37.52%
Worst month
-51.19%
Beta vs VTIAX
1.02
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.