Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.81%
3 year
2.99%
5 year
-6.25%
10 year
8.27%
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.)
25.04%
Sharpe
0.24
Sortino
0.42
Max drawdown
-57.43%
Best month
24.32%
Worst month
-13.42%
Beta vs VTIAX
1.02
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.