Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.66%
3 year
10.46%
5 year
5.50%
10 year
—
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.)
13.00%
Sharpe
0.39
Sortino
0.60
Max drawdown
-36.93%
Best month
11.30%
Worst month
-10.61%
Beta vs VTIAX
0.72
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.