Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.32%
3 year
18.09%
5 year
12.82%
10 year
9.76%
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.)
12.43%
Sharpe
0.89
Sortino
1.54
Max drawdown
-26.32%
Best month
13.10%
Worst month
-16.42%
Beta vs VTIAX
0.71
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.