Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.59%
3 year
15.21%
5 year
1.45%
10 year
8.26%
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.)
15.86%
Sharpe
0.85
Sortino
1.35
Max drawdown
-40.78%
Best month
14.01%
Worst month
-14.76%
Beta vs VTIAX
0.95
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.