Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.82%
3 year
10.52%
5 year
1.43%
10 year
7.48%
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.)
13.89%
Sharpe
0.63
Sortino
1.00
Max drawdown
-38.99%
Best month
13.46%
Worst month
-15.69%
Beta vs VTIAX
1.07
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.