Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.25%
3 year
7.19%
5 year
-2.20%
10 year
4.98%
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.)
16.29%
Sharpe
0.44
Sortino
0.71
Max drawdown
-43.44%
Best month
15.47%
Worst month
-12.95%
Beta vs VTIAX
1.30
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.