Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.77%
3 year
19.02%
5 year
3.59%
10 year
7.62%
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.)
15.08%
Sharpe
1.11
Sortino
1.82
Max drawdown
-36.11%
Best month
11.35%
Worst month
-10.74%
Beta vs VTIAX
0.91
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.