Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.14%
3 year
14.64%
5 year
0.34%
10 year
11.40%
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
80 months through March 31, 2026Volatility (ann.)
18.45%
Sharpe
0.65
Sortino
1.26
Max drawdown
-49.74%
Best month
18.81%
Worst month
-15.13%
Beta vs VTIAX
1.35
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.