Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.59%
3 year
10.52%
5 year
-5.08%
10 year
5.33%
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.)
14.62%
Sharpe
0.76
Sortino
1.27
Max drawdown
-51.20%
Best month
13.49%
Worst month
-13.44%
Beta vs VTIAX
0.91
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.