Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.36%
3 year
8.54%
5 year
-0.85%
10 year
4.51%
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.)
17.41%
Sharpe
0.22
Sortino
0.33
Max drawdown
-43.84%
Best month
13.95%
Worst month
-19.47%
Beta vs VTIAX
1.32
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.