Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.43%
3 year
28.96%
5 year
4.67%
10 year
14.19%
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.)
17.67%
Sharpe
0.92
Sortino
1.72
Max drawdown
-47.67%
Best month
16.32%
Worst month
-14.96%
Beta vs VTIAX
0.89
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.