Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.44%
3 year
3.56%
5 year
1.79%
10 year
—
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
66 months through March 31, 2026Volatility (ann.)
21.31%
Sharpe
0.00
Sortino
0.00
Max drawdown
-33.08%
Best month
26.40%
Worst month
-11.94%
Beta vs VTIAX
0.42
Correlation
0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.