Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.05%
3 year
17.01%
5 year
6.19%
10 year
7.16%
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.)
13.35%
Sharpe
1.24
Sortino
2.14
Max drawdown
-28.75%
Best month
12.79%
Worst month
-9.56%
Beta vs VTIAX
0.85
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.