Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.73%
3 year
4.05%
5 year
-4.06%
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.)
14.01%
Sharpe
-0.02
Sortino
-0.02
Max drawdown
-36.59%
Best month
9.82%
Worst month
-16.60%
Beta vs VTIAX
0.96
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.