Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.88%
3 year
11.74%
5 year
-3.70%
10 year
6.29%
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.)
20.97%
Sharpe
0.73
Sortino
1.45
Max drawdown
-52.97%
Best month
15.58%
Worst month
-13.69%
Beta vs VTIAX
1.05
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.