Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.34%
3 year
15.81%
5 year
3.43%
10 year
10.56%
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.)
15.74%
Sharpe
0.64
Sortino
1.10
Max drawdown
-39.44%
Best month
12.90%
Worst month
-14.16%
Beta vs VTIAX
1.08
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.