Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.85%
3 year
18.00%
5 year
9.77%
10 year
10.52%
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.)
11.72%
Sharpe
1.22
Sortino
2.25
Max drawdown
-28.31%
Best month
9.88%
Worst month
-9.39%
Beta vs VTIAX
0.76
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.