Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.71%
3 year
13.82%
5 year
-1.19%
10 year
6.58%
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.)
16.48%
Sharpe
0.67
Sortino
1.05
Max drawdown
-49.25%
Best month
17.45%
Worst month
-17.30%
Beta vs VTIAX
1.12
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.