Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.39%
3 year
13.50%
5 year
8.23%
10 year
9.10%
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.)
13.27%
Sharpe
0.97
Sortino
1.68
Max drawdown
-30.56%
Best month
13.17%
Worst month
-20.94%
Beta vs VTIAX
0.88
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.