Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.42%
3 year
15.06%
5 year
6.86%
10 year
7.68%
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.)
13.95%
Sharpe
0.77
Sortino
1.23
Max drawdown
-30.56%
Best month
15.30%
Worst month
-13.00%
Beta vs VTIAX
1.06
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.