Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.61%
3 year
8.25%
5 year
-2.99%
10 year
6.82%
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.)
14.71%
Sharpe
0.43
Sortino
0.66
Max drawdown
-42.70%
Best month
11.32%
Worst month
-19.75%
Beta vs VTIAX
0.82
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.