Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.48%
3 year
10.05%
5 year
6.74%
10 year
—
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.)
17.24%
Sharpe
0.59
Sortino
0.94
Max drawdown
-33.28%
Best month
16.17%
Worst month
-25.05%
Beta vs VTIAX
1.21
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.