Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.93%
3 year
7.90%
5 year
1.26%
10 year
6.27%
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.)
14.25%
Sharpe
0.26
Sortino
0.42
Max drawdown
-34.75%
Best month
15.57%
Worst month
-18.93%
Beta vs VTIAX
0.95
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.