Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.05%
3 year
12.14%
5 year
-0.77%
10 year
6.35%
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.)
14.79%
Sharpe
0.67
Sortino
1.05
Max drawdown
-39.18%
Best month
13.15%
Worst month
-18.88%
Beta vs VTIAX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.