Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.74%
3 year
6.29%
5 year
1.34%
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.)
13.18%
Sharpe
0.00
Sortino
0.00
Max drawdown
-30.02%
Best month
12.06%
Worst month
-11.87%
Beta vs VTIAX
0.91
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.