Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.08%
3 year
10.78%
5 year
4.68%
10 year
8.83%
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.)
14.60%
Sharpe
0.40
Sortino
0.60
Max drawdown
-32.81%
Best month
12.52%
Worst month
-13.25%
Beta vs VTIAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.