Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.92%
3 year
14.18%
5 year
4.83%
10 year
8.97%
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.)
15.55%
Sharpe
0.77
Sortino
1.24
Max drawdown
-37.29%
Best month
12.66%
Worst month
-16.93%
Beta vs VTIAX
1.10
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.