Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.12%
3 year
16.15%
5 year
10.11%
10 year
8.34%
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.)
11.44%
Sharpe
1.24
Sortino
2.14
Max drawdown
-23.85%
Best month
10.55%
Worst month
-13.35%
Beta vs VTIAX
0.75
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.