Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.01%
3 year
-2.64%
5 year
1.04%
10 year
6.63%
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.)
16.77%
Sharpe
0.11
Sortino
0.16
Max drawdown
-32.55%
Best month
13.14%
Worst month
-14.49%
Beta vs VTIAX
1.23
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.