Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.53%
3 year
10.57%
5 year
7.88%
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.)
14.02%
Sharpe
0.98
Sortino
1.79
Max drawdown
-18.93%
Best month
10.26%
Worst month
-13.43%
Beta vs VTIAX
0.85
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.