Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.07%
3 year
8.56%
5 year
-0.62%
10 year
5.56%
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.)
15.66%
Sharpe
0.48
Sortino
0.74
Max drawdown
-39.74%
Best month
21.93%
Worst month
-14.70%
Beta vs VTIAX
0.87
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.