Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.47%
3 year
13.44%
5 year
8.64%
10 year
8.89%
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.)
11.08%
Sharpe
1.14
Sortino
1.96
Max drawdown
-22.47%
Best month
10.40%
Worst month
-12.82%
Beta vs VTIAX
0.83
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.