Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.49%
3 year
14.92%
5 year
6.81%
10 year
7.59%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
36 months through March 31, 2026Volatility (ann.)
12.77%
Sharpe
0.80
Sortino
1.25
Max drawdown
-10.76%
Best month
8.53%
Worst month
-9.82%
Beta vs VTIAX
0.92
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.