Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.17%
3 year
16.52%
5 year
12.47%
10 year
11.37%
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.)
12.78%
Sharpe
1.11
Sortino
1.99
Max drawdown
-31.00%
Best month
20.75%
Worst month
-21.70%
Beta vs VTIAX
0.98
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.