Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.39%
3 year
7.82%
5 year
6.19%
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.)
16.21%
Sharpe
0.13
Sortino
0.18
Max drawdown
-30.99%
Best month
12.24%
Worst month
-28.41%
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.