Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.07%
3 year
2.52%
5 year
-7.61%
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.)
15.57%
Sharpe
-0.05
Sortino
-0.07
Max drawdown
-47.76%
Best month
14.66%
Worst month
-15.27%
Beta vs VTIAX
1.03
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.