Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.24%
3 year
9.00%
5 year
1.38%
10 year
5.00%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
14.59%
Sharpe
0.82
Sortino
1.37
Max drawdown
-45.73%
Best month
14.98%
Worst month
-21.46%
Beta vs VTIAX
1.03
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.