Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.00%
3 year
12.69%
5 year
8.29%
10 year
8.31%
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.)
15.16%
Sharpe
0.72
Sortino
1.29
Max drawdown
-31.72%
Best month
13.15%
Worst month
-19.50%
Beta vs VTIAX
1.07
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.