Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.73%
3 year
10.99%
5 year
4.23%
10 year
8.74%
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.)
13.76%
Sharpe
0.42
Sortino
0.63
Max drawdown
-33.34%
Best month
13.75%
Worst month
-13.09%
Beta vs VTIAX
1.01
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.