Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.69%
3 year
12.77%
5 year
-0.67%
10 year
7.23%
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.)
16.50%
Sharpe
0.63
Sortino
1.08
Max drawdown
-42.52%
Best month
22.94%
Worst month
-14.82%
Beta vs VTIAX
-0.01
Correlation
-0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.