Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.91%
3 year
10.68%
5 year
7.34%
10 year
7.93%
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.)
13.72%
Sharpe
0.86
Sortino
1.53
Max drawdown
-19.62%
Best month
9.66%
Worst month
-13.25%
Beta vs VTIAX
0.89
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.