Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.94%
3 year
18.19%
5 year
9.13%
10 year
12.37%
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.)
12.35%
Sharpe
0.98
Sortino
1.76
Max drawdown
-27.95%
Best month
13.85%
Worst month
-12.48%
Beta vs VTIAX
0.77
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.