Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.60%
3 year
11.34%
5 year
-3.26%
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.)
23.73%
Sharpe
0.28
Sortino
0.52
Max drawdown
-57.85%
Best month
28.98%
Worst month
-16.47%
Beta vs VTIAX
0.93
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.