Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.00%
3 year
15.99%
5 year
6.14%
10 year
8.20%
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
69 months through March 31, 2026Volatility (ann.)
14.49%
Sharpe
0.95
Sortino
1.60
Max drawdown
-30.25%
Best month
13.90%
Worst month
-10.74%
Beta vs VTIAX
0.30
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.