Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.58%
3 year
13.08%
5 year
8.14%
10 year
8.21%
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.)
14.24%
Sharpe
0.73
Sortino
1.34
Max drawdown
-24.88%
Best month
13.44%
Worst month
-9.66%
Beta vs VTIAX
1.04
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.