Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.57%
3 year
13.62%
5 year
10.44%
10 year
11.25%
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
63 months through March 31, 2026Volatility (ann.)
11.10%
Sharpe
0.98
Sortino
1.54
Max drawdown
-24.85%
Best month
8.94%
Worst month
-9.33%
Beta vs VTIAX
0.12
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.