Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.91%
3 year
5.64%
5 year
18.24%
10 year
5.52%
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
75 months through March 31, 2026Volatility (ann.)
18.41%
Sharpe
1.04
Sortino
1.82
Max drawdown
-49.84%
Best month
30.70%
Worst month
-32.68%
Beta vs VTIAX
0.23
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.