Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.86%
3 year
13.94%
5 year
10.26%
10 year
8.68%
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.)
12.86%
Sharpe
1.22
Sortino
2.27
Max drawdown
-30.31%
Best month
12.88%
Worst month
-22.98%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.