Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.35%
3 year
2.90%
5 year
-3.45%
10 year
4.62%
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.)
13.82%
Sharpe
-0.15
Sortino
-0.22
Max drawdown
-39.80%
Best month
12.74%
Worst month
-14.26%
Beta vs VTIAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.