Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.47%
3 year
14.13%
5 year
1.03%
10 year
7.57%
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.)
14.42%
Sharpe
0.54
Sortino
0.87
Max drawdown
-42.30%
Best month
16.55%
Worst month
-14.27%
Beta vs VTIAX
1.11
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.