Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.51%
3 year
8.86%
5 year
-1.75%
10 year
5.50%
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
78 months through Dec. 31, 2025Volatility (ann.)
16.06%
Sharpe
0.55
Sortino
0.92
Max drawdown
-42.49%
Best month
16.94%
Worst month
-12.62%
Beta vs VTIAX
1.29
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.