Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.87%
3 year
12.05%
5 year
-0.76%
10 year
5.57%
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.)
12.88%
Sharpe
1.05
Sortino
1.80
Max drawdown
-39.79%
Best month
12.72%
Worst month
-11.83%
Beta vs VTIAX
0.93
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.