Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.46%
3 year
5.66%
5 year
3.44%
10 year
3.93%
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
66 months through March 31, 2026Volatility (ann.)
3.54%
Sharpe
1.97
Sortino
4.69
Max drawdown
-6.47%
Best month
2.69%
Worst month
-3.06%
Beta vs VTIAX
-0.02
Correlation
-0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.