Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
58.93%
3 year
12.23%
5 year
-0.26%
10 year
1.54%
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.)
33.89%
Sharpe
0.36
Sortino
0.81
Max drawdown
-59.10%
Best month
38.11%
Worst month
-17.29%
Beta vs VTIAX
1.13
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.