Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.60%
3 year
14.68%
5 year
7.25%
10 year
10.67%
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.)
12.16%
Sharpe
0.65
Sortino
1.14
Max drawdown
-27.78%
Best month
10.45%
Worst month
-9.54%
Beta vs VTIAX
0.69
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.