Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.30%
3 year
10.04%
5 year
-5.45%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
74 months through March 31, 2026Volatility (ann.)
15.73%
Sharpe
0.27
Sortino
0.40
Max drawdown
-53.56%
Best month
17.28%
Worst month
-13.31%
Beta vs VTIAX
0.84
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.