Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.81%
3 year
22.81%
5 year
8.67%
10 year
9.49%
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.)
17.00%
Sharpe
1.20
Sortino
2.17
Max drawdown
-33.29%
Best month
14.50%
Worst month
-18.17%
Beta vs VTIAX
1.00
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.