Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.85%
3 year
13.59%
5 year
11.64%
10 year
9.91%
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.)
11.04%
Sharpe
1.31
Sortino
2.55
Max drawdown
-18.75%
Best month
9.87%
Worst month
-13.61%
Beta vs VTIAX
0.59
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.