Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.14%
3 year
3.73%
5 year
-9.75%
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.)
15.48%
Sharpe
-0.01
Sortino
-0.02
Max drawdown
-55.03%
Best month
12.88%
Worst month
-19.70%
Beta vs VTIAX
1.17
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.