Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.07%
3 year
12.72%
5 year
1.65%
10 year
6.16%
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
79 months through March 31, 2026Volatility (ann.)
14.47%
Sharpe
0.83
Sortino
1.32
Max drawdown
-35.45%
Best month
14.57%
Worst month
-17.73%
Beta vs VTIAX
0.95
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.