Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.69%
3 year
11.60%
5 year
4.08%
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.)
13.32%
Sharpe
0.39
Sortino
0.62
Max drawdown
-32.83%
Best month
12.35%
Worst month
-11.44%
Beta vs VTIAX
0.96
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.