Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.74%
3 year
11.47%
5 year
10.81%
10 year
9.41%
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.)
14.30%
Sharpe
0.51
Sortino
0.73
Max drawdown
-38.22%
Best month
15.81%
Worst month
-27.36%
Beta vs VTIAX
0.43
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.