Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.53%
3 year
13.17%
5 year
5.01%
10 year
6.43%
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.)
13.61%
Sharpe
0.71
Sortino
1.14
Max drawdown
-30.68%
Best month
15.57%
Worst month
-16.29%
Beta vs VTIAX
1.03
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.