Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.55%
3 year
10.59%
5 year
-0.02%
10 year
6.08%
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.)
14.51%
Sharpe
0.20
Sortino
0.29
Max drawdown
-41.71%
Best month
13.72%
Worst month
-12.89%
Beta vs VTIAX
1.07
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.