Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.66%
3 year
1.74%
5 year
-0.12%
10 year
6.04%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
16.76%
Sharpe
0.11
Sortino
0.16
Max drawdown
-28.21%
Best month
14.39%
Worst month
-16.04%
Beta vs VTIAX
1.07
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.