Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.27%
3 year
13.08%
5 year
-3.00%
10 year
8.93%
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.)
18.13%
Sharpe
0.34
Sortino
0.54
Max drawdown
-49.16%
Best month
18.77%
Worst month
-12.26%
Beta vs VTIAX
1.38
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.