Average annual returns
Through 20251 year
-5.51%
3 year
7.69%
5 year
6.10%
10 year
10.07%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
16.15%
Sharpe
0.13
Sortino
0.18
Max drawdown
-31.05%
Best month
12.21%
Worst month
-28.60%
Beta vs VTIAX
0.19
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.