Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.83%
3 year
12.64%
5 year
11.52%
10 year
10.18%
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.)
15.68%
Sharpe
0.52
Sortino
0.75
Max drawdown
-37.17%
Best month
17.60%
Worst month
-27.15%
Beta vs VTIAX
0.32
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.