Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.12%
3 year
5.49%
5 year
-1.24%
10 year
9.61%
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
75 months through March 31, 2026Volatility (ann.)
18.97%
Sharpe
0.35
Sortino
0.56
Max drawdown
-36.73%
Best month
14.32%
Worst month
-15.08%
Beta vs VTIAX
1.37
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.