Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.04%
3 year
14.54%
5 year
12.01%
10 year
8.81%
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.)
11.59%
Sharpe
1.45
Sortino
2.76
Max drawdown
-28.74%
Best month
13.34%
Worst month
-18.06%
Beta vs VTIAX
0.84
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.