Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.99%
3 year
9.78%
5 year
-0.99%
10 year
4.55%
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.)
14.95%
Sharpe
0.45
Sortino
0.76
Max drawdown
-46.07%
Best month
13.45%
Worst month
-16.96%
Beta vs VTIAX
1.08
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.