Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.01%
3 year
15.76%
5 year
-2.84%
10 year
—
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
70 months through March 31, 2026Volatility (ann.)
21.48%
Sharpe
0.23
Sortino
0.34
Max drawdown
-58.90%
Best month
25.37%
Worst month
-19.32%
Beta vs VTIAX
0.97
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.