Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.23%
3 year
12.66%
5 year
5.14%
10 year
8.60%
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.)
13.74%
Sharpe
0.77
Sortino
1.27
Max drawdown
-30.30%
Best month
15.41%
Worst month
-11.25%
Beta vs VTIAX
1.08
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.