Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.30%
3 year
-1.46%
5 year
9.46%
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.)
30.32%
Sharpe
0.46
Sortino
0.81
Max drawdown
-69.91%
Best month
37.43%
Worst month
-51.18%
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.