Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.89%
3 year
13.88%
5 year
7.79%
10 year
7.08%
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.)
8.51%
Sharpe
1.38
Sortino
2.48
Max drawdown
-22.45%
Best month
11.97%
Worst month
-14.51%
Beta vs VTIAX
0.61
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.