Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.47%
3 year
14.44%
5 year
5.65%
10 year
—
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.)
13.95%
Sharpe
0.38
Sortino
0.54
Max drawdown
-31.60%
Best month
14.75%
Worst month
-13.98%
Beta vs VTIAX
0.93
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.