Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.60%
3 year
7.60%
5 year
5.54%
10 year
8.98%
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.)
12.32%
Sharpe
0.94
Sortino
1.75
Max drawdown
-35.53%
Best month
15.96%
Worst month
-25.69%
Beta vs VTIAX
0.69
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.