Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
53.82%
3 year
10.97%
5 year
-1.41%
10 year
8.41%
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.)
27.38%
Sharpe
0.60
Sortino
1.03
Max drawdown
-52.13%
Best month
23.86%
Worst month
-43.21%
Beta vs VTIAX
1.73
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.