Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.53%
3 year
11.29%
5 year
7.96%
10 year
7.40%
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.)
14.55%
Sharpe
0.32
Sortino
0.43
Max drawdown
-34.57%
Best month
12.40%
Worst month
-29.79%
Beta vs VTIAX
0.23
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.