Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.20%
3 year
14.18%
5 year
2.36%
10 year
8.23%
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.)
19.80%
Sharpe
0.40
Sortino
0.68
Max drawdown
-48.37%
Best month
16.95%
Worst month
-19.45%
Beta vs VTIAX
1.50
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.