Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.13%
3 year
11.07%
5 year
7.00%
10 year
6.98%
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.)
12.81%
Sharpe
0.67
Sortino
1.06
Max drawdown
-27.11%
Best month
15.11%
Worst month
-15.44%
Beta vs VTIAX
0.92
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.