Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.35%
3 year
13.31%
5 year
9.07%
10 year
9.49%
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.)
10.94%
Sharpe
0.80
Sortino
1.23
Max drawdown
-18.15%
Best month
9.01%
Worst month
-8.57%
Beta vs VTIAX
0.63
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.