Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.83%
3 year
11.83%
5 year
7.99%
10 year
8.51%
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.)
14.57%
Sharpe
0.66
Sortino
1.08
Max drawdown
-28.69%
Best month
11.28%
Worst month
-22.10%
Beta vs VTIAX
1.08
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.