Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.42%
3 year
14.02%
5 year
7.07%
10 year
7.88%
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.)
14.46%
Sharpe
0.58
Sortino
0.88
Max drawdown
-29.94%
Best month
12.62%
Worst month
-10.80%
Beta vs VTIAX
1.03
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.