Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.85%
3 year
10.13%
5 year
2.61%
10 year
6.54%
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.)
15.19%
Sharpe
0.32
Sortino
0.46
Max drawdown
-32.97%
Best month
15.18%
Worst month
-12.33%
Beta vs VTIAX
0.98
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.