Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.33%
3 year
15.26%
5 year
11.16%
10 year
9.79%
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.)
17.94%
Sharpe
0.48
Sortino
0.66
Max drawdown
-30.62%
Best month
14.35%
Worst month
-22.03%
Beta vs VTIAX
0.35
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.