Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.23%
3 year
15.17%
5 year
8.42%
10 year
9.38%
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.)
12.37%
Sharpe
0.82
Sortino
1.31
Max drawdown
-26.69%
Best month
14.42%
Worst month
-12.50%
Beta vs VTIAX
0.92
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.