Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.55%
3 year
15.33%
5 year
8.97%
10 year
9.39%
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.)
10.75%
Sharpe
1.36
Sortino
2.51
Max drawdown
-28.89%
Best month
14.41%
Worst month
-18.05%
Beta vs VTIAX
0.75
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.