Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
62.42%
3 year
20.49%
5 year
20.57%
10 year
20.96%
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.)
24.25%
Sharpe
0.60
Sortino
0.99
Max drawdown
-46.45%
Best month
17.63%
Worst month
-23.90%
Beta vs VTIAX
1.18
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.