Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.66%
3 year
6.16%
5 year
1.23%
10 year
7.42%
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.)
13.19%
Sharpe
-0.01
Sortino
-0.01
Max drawdown
-30.18%
Best month
12.03%
Worst month
-11.91%
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.