Average annual returns
Through 20251 year
1.79%
3 year
2.46%
5 year
-7.64%
10 year
3.64%
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.)
15.44%
Sharpe
-0.06
Sortino
-0.09
Max drawdown
-47.73%
Best month
14.85%
Worst month
-15.28%
Beta vs VTIAX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.