Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.16%
3 year
12.99%
5 year
-3.08%
10 year
8.85%
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.)
18.14%
Sharpe
0.33
Sortino
0.53
Max drawdown
-49.23%
Best month
18.73%
Worst month
-12.31%
Beta vs VTIAX
1.39
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.