Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.33%
3 year
11.06%
5 year
-4.28%
10 year
6.63%
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.)
13.02%
Sharpe
0.62
Sortino
0.97
Max drawdown
-48.72%
Best month
12.10%
Worst month
-18.42%
Beta vs VTIAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.